SWM
Segment Wealth Management’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,126
| Closed | -$330K | – | 191 |
|
|
2019
Q4 | $330K | Buy |
+4,126
| New | +$330K | 0.06% | 187 |
|
|
2018
Q4 | – | Sell |
-3,259
| Closed | -$234K | – | 184 |
|
|
2018
Q3 | $234K | Buy |
+3,259
| New | +$234K | 0.05% | 195 |
|
|
2018
Q2 | – | Sell |
-2,985
| Closed | -$201K | – | 208 |
|
|
2018
Q1 | $201K | Sell |
2,985
-461
| -13% | -$31K | 0.05% | 191 |
|
|
2017
Q4 | $257K | Sell |
3,446
-271
| -7% | -$20.2K | 0.06% | 169 |
|
|
2017
Q3 | $271K | Sell |
3,717
-607
| -14% | -$44.3K | 0.07% | 163 |
|
|
2017
Q2 | $289K | Buy |
+4,324
| New | +$289K | 0.08% | 159 |
|