Private Wealth Advisors (Pennsylvania)’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $541K | Sell |
8,775
-743
| -8% | -$45.8K | 0.31% | 63 |
|
|
2020
Q3 | $410K | Sell |
9,518
-2,062
| -18% | -$88.8K | 0.26% | 65 |
|
|
2020
Q2 | $592K | Hold |
11,580
| – | – | 0.4% | 49 |
|
|
2020
Q1 | $527K | Sell |
11,580
-825
| -7% | -$37.5K | 0.4% | 49 |
|
|
2019
Q4 | $958K | Sell |
12,405
-1,420
| -10% | -$110K | 0.51% | 54 |
|
|
2019
Q3 | $955K | Sell |
13,825
-60
| -0.4% | -$4.15K | 0.49% | 57 |
|
|
2019
Q2 | $972K | Buy |
13,885
+670
| +5% | +$46.9K | 0.34% | 74 |
|
|
2019
Q1 | $822K | Buy |
13,215
+50
| +0.4% | +$3.11K | 0.31% | 80 |
|
|
2018
Q4 | $685K | Sell |
13,165
-595
| -4% | -$31K | 0.3% | 81 |
|
|
2018
Q3 | $987K | Buy |
13,760
+100
| +0.7% | +$7.17K | 0.36% | 68 |
|
|
2018
Q2 | $914K | Buy |
13,660
+185
| +1% | +$12.4K | 0.36% | 72 |
|
|
2018
Q1 | $910K | Buy |
13,475
+204
| +2% | +$13.8K | 0.36% | 74 |
|
|
2017
Q4 | $987K | Buy |
13,271
+1,556
| +13% | +$116K | 0.38% | 69 |
|
|
2017
Q3 | $852K | Buy |
11,715
+1,245
| +12% | +$90.5K | 0.35% | 72 |
|
|
2017
Q2 | $700K | Buy |
10,470
+5,194
| +98% | +$347K | 0.3% | 81 |
|
|
2017
Q1 | $316K | Buy |
+5,276
| New | +$316K | 0.14% | 106 |
|
|
2013
Q3 | – | Sell |
-32,246
| Closed | -$1.55M | – | 114 |
|
|
2013
Q2 | $1.55M | Buy |
+32,246
| New | +$1.55M | 0.96% | 36 |
|