SIA
Sage Investment Advisers’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,880
| Closed | -$245K | – | 66 |
|
|
2022
Q3 | $245K | Buy |
5,880
+727
| +14% | +$30.3K | 0.39% | 53 |
|
|
2022
Q2 | $237K | Buy |
5,153
+186
| +4% | +$8.56K | 0.37% | 56 |
|
|
2022
Q1 | $265K | Buy |
4,967
+61
| +1% | +$3.25K | 0.35% | 57 |
|
|
2021
Q4 | $296K | Buy |
+4,906
| New | +$296K | 0.38% | 55 |
|