Prio Wealth Limited Partnership’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,697
| Closed | -$215K | – | 235 |
|
|
2019
Q4 | $215K | Buy |
+2,697
| New | +$215K | 0.01% | 250 |
|
|
2019
Q3 | – | Sell |
-3,698
| Closed | -$258K | – | 257 |
|
|
2019
Q2 | $258K | Sell |
3,698
-67
| -2% | -$4.67K | 0.01% | 218 |
|
|
2019
Q1 | $234K | Buy |
+3,765
| New | +$234K | 0.01% | 222 |
|
|
2018
Q4 | – | Sell |
-3,753
| Closed | -$269K | – | 225 |
|
|
2018
Q3 | $269K | Buy |
3,753
+51
| +1% | +$3.66K | 0.01% | 215 |
|
|
2018
Q2 | $247K | Buy |
+3,702
| New | +$247K | 0.01% | 219 |
|