Revolve Wealth Partners’s Citigroup C Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-5,541
| Closed | -$231K | – | 144 |
|
2022
Q3 | $231K | Buy |
5,541
+148
| +3% | +$6.17K | 0.08% | 110 |
|
2022
Q2 | $248K | Buy |
5,393
+572
| +12% | +$26.3K | 0.08% | 109 |
|
2022
Q1 | $257K | Buy |
4,821
+331
| +7% | +$17.6K | 0.07% | 114 |
|
2021
Q4 | $271K | Buy |
+4,490
| New | +$271K | 0.08% | 115 |
|