Shine Investment Advisory Services’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $50K | Buy |
1,160
+60
| +5% | +$2.59K | 0.02% | 297 |
|
|
2020
Q2 | $56K | Sell |
1,100
-290
| -21% | -$14.8K | 0.02% | 263 |
|
|
2020
Q1 | $59K | Hold |
1,390
| – | – | 0.03% | 246 |
|
|
2019
Q4 | $111K | Buy |
1,390
+42
| +3% | +$3.35K | 0.04% | 195 |
|
|
2019
Q3 | $93K | Sell |
1,348
-216
| -14% | -$14.9K | 0.04% | 197 |
|
|
2019
Q2 | $110K | Sell |
1,564
-425
| -21% | -$29.9K | 0.05% | 170 |
|
|
2019
Q1 | $124K | Buy |
1,989
+75
| +4% | +$4.68K | 0.06% | 152 |
|
|
2018
Q4 | $100K | Hold |
1,914
| – | – | 0.05% | 166 |
|
|
2018
Q3 | $137K | Sell |
1,914
-533
| -22% | -$38.2K | 0.07% | 141 |
|
|
2018
Q2 | $164K | Buy |
2,447
+416
| +20% | +$27.9K | 0.08% | 122 |
|
|
2018
Q1 | $137K | Sell |
2,031
-895
| -31% | -$60.4K | 0.07% | 125 |
|
|
2017
Q4 | $218K | Buy |
2,926
+978
| +50% | +$72.9K | 0.11% | 97 |
|
|
2017
Q3 | $142K | Buy |
1,948
+103
| +6% | +$7.51K | 0.07% | 121 |
|
|
2017
Q2 | $123K | Buy |
+1,845
| New | +$123K | 0.06% | 129 |
|