Schubert & Co’s Citigroup C Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-166
| Closed | -$7.78K | – | 262 |
|
2023
Q1 | $7.78K | Buy |
166
+58
| +54% | +$2.72K | 0.01% | 291 |
|
2022
Q4 | $4.89K | Sell |
108
-845
| -89% | -$38.2K | ﹤0.01% | 445 |
|
2022
Q3 | $40K | Buy |
953
+22
| +2% | +$923 | 0.04% | 74 |
|
2022
Q2 | $43K | Buy |
931
+79
| +9% | +$3.65K | 0.04% | 75 |
|
2022
Q1 | $45K | Sell |
852
-4
| -0.5% | -$211 | 0.05% | 57 |
|
2021
Q4 | $52K | Buy |
+856
| New | +$52K | 0.05% | 50 |
|