RVW Wealth’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-20,082
| Closed | -$925K | – | 380 |
|
|
2023
Q2 | $925K | Buy |
20,082
+82
| +0.4% | +$3.78K | 0.11% | 75 |
|
|
2023
Q1 | $938K | Sell |
20,000
-200
| -1% | -$9.38K | 0.12% | 79 |
|
|
2022
Q4 | $914K | Sell |
20,200
-130
| -0.6% | -$5.88K | 0.12% | 77 |
|
|
2022
Q3 | $847K | Buy |
20,330
+130
| +0.6% | +$5.42K | 0.12% | 80 |
|
|
2022
Q2 | $929K | Sell |
20,200
-54
| -0.3% | -$2.48K | 0.12% | 78 |
|
|
2022
Q1 | $1.08M | Sell |
20,254
-393
| -2% | -$21K | 0.13% | 70 |
|
|
2021
Q4 | $1.25M | Buy |
20,647
+547
| +3% | +$33K | 0.14% | 63 |
|
|
2021
Q3 | $1M | Hold |
20,100
| – | – | 0.12% | 59 |
|
|
2021
Q2 | $1M | Buy |
20,100
+100
| +0.5% | +$4.98K | 0.13% | 58 |
|
|
2021
Q1 | $1M | Hold |
20,000
| – | – | 0.13% | 65 |
|
|
2020
Q4 | $1M | Sell |
20,000
-20,000
| -50% | -$1M | 0.15% | 58 |
|
|
2020
Q3 | $1.72M | Buy |
40,000
+20,000
| +100% | +$862K | 0.29% | 49 |
|
|
2020
Q2 | $1.02M | Sell |
20,000
-38
| -0.2% | -$1.94K | 0.19% | 59 |
|
|
2020
Q1 | $844K | Buy |
+20,038
| New | +$844K | 0.2% | 65 |
|