RWA Wealth Partners’s Citizens Financial Group CFG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-88,855
| Closed | -$3.61M | – | 205 |
|
2019
Q4 | $3.61M | Buy |
88,855
+2,847
| +3% | +$116K | 0.36% | 64 |
|
2019
Q3 | $3.04M | Buy |
+86,008
| New | +$3.04M | 0.32% | 73 |
|
2018
Q3 | – | Sell |
-3,702
| Closed | -$144K | – | 308 |
|
2018
Q2 | $144K | Hold |
3,702
| – | – | 0.02% | 268 |
|
2018
Q1 | $155K | Buy |
+3,702
| New | +$155K | 0.02% | 219 |
|