SDWMA
Schneider Downs Wealth Management Advisors’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,750
| Closed | -$379K | – | 92 |
|
|
2019
Q4 | $379K | Hold |
4,750
| – | – | 0.11% | 41 |
|
|
2019
Q3 | $328K | Buy |
4,750
+1,500
| +46% | +$104K | 0.1% | 42 |
|
|
2019
Q2 | $228K | Hold |
3,250
| – | – | 0.08% | 61 |
|
|
2019
Q1 | $202K | Sell |
3,250
-2,300
| -41% | -$143K | 0.08% | 63 |
|
|
2018
Q4 | $289K | Buy |
+5,550
| New | +$289K | 0.12% | 42 |
|