Pursue Wealth Partners’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-20,552
| Closed | -$964K | – | 100 |
|
|
2023
Q1 | $964K | Sell |
20,552
-2,565
| -11% | -$120K | 0.66% | 44 |
|
|
2022
Q4 | $1.05M | Sell |
23,117
-2,702
| -10% | -$122K | 0.81% | 40 |
|
|
2022
Q3 | $1.08M | Sell |
25,819
-16,608
| -39% | -$692K | 0.77% | 38 |
|
|
2022
Q2 | $1.95M | Buy |
42,427
+31,017
| +272% | +$1.43M | 1.24% | 28 |
|
|
2022
Q1 | $571K | Hold |
11,410
| – | – | 0.24% | 79 |
|
|
2021
Q4 | $689K | Buy |
+11,410
| New | +$689K | 0.27% | 76 |
|