Ropes Wealth Advisors’s Citizens Financial Group CFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-29
| Closed | -$1K | – | 331 |
|
|
2020
Q4 | $1K | Buy |
+29
| New | +$1K | ﹤0.01% | 701 |
|
|
2020
Q1 | – | Sell |
-250
| Closed | -$10K | – | 535 |
|
|
2019
Q4 | $10K | Hold |
250
| – | – | ﹤0.01% | 464 |
|
|
2019
Q3 | $9K | Hold |
250
| – | – | ﹤0.01% | 483 |
|
|
2019
Q2 | $9K | Hold |
250
| – | – | ﹤0.01% | 488 |
|
|
2019
Q1 | $8K | Hold |
250
| – | – | ﹤0.01% | 462 |
|
|
2018
Q4 | $7K | Hold |
250
| – | – | ﹤0.01% | 444 |
|
|
2018
Q3 | $10K | Hold |
250
| – | – | ﹤0.01% | 458 |
|
|
2018
Q2 | $10K | Hold |
250
| – | – | ﹤0.01% | 470 |
|
|
2018
Q1 | $10K | Buy |
+250
| New | +$10K | ﹤0.01% | 454 |
|