Red Door Wealth Management’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,931
| Closed | -$237K | – | 143 |
|
|
2021
Q4 | $237K | Buy |
3,931
+436
| +12% | +$26.3K | 0.08% | 146 |
|
|
2021
Q3 | $245K | Sell |
3,495
-279
| -7% | -$19.6K | 0.09% | 144 |
|
|
2021
Q2 | $267K | Buy |
+3,774
| New | +$267K | 0.1% | 131 |
|
|
2020
Q4 | – | Sell |
-14,899
| Closed | -$643K | – | 110 |
|
|
2020
Q3 | $643K | Sell |
14,899
-966
| -6% | -$41.7K | 0.47% | 58 |
|
|
2020
Q2 | $810K | Buy |
15,865
+2,331
| +17% | +$119K | 0.59% | 46 |
|
|
2020
Q1 | $570K | Buy |
13,534
+4,325
| +47% | +$182K | 0.54% | 47 |
|
|
2019
Q4 | $754K | Buy |
+9,209
| New | +$754K | 0.67% | 47 |
|