Seven Bridges Advisors’s Citigroup C Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q4 | – | Sell |
-9,273
| Closed | -$438K | – | 142 |
|
2016
Q3 | $438K | Sell |
9,273
-1,676
| -15% | -$79.2K | 0.39% | 65 |
|
2016
Q2 | $464K | Sell |
10,949
-4,518
| -29% | -$191K | 0.4% | 67 |
|
2016
Q1 | $646K | Buy |
15,467
+6,296
| +69% | +$263K | 0.51% | 60 |
|
2015
Q4 | $475K | Buy |
+9,171
| New | +$475K | 0.48% | 65 |
|