SWMG
Signature Wealth Management Group’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-14,553
| Closed | -$627K | – | 74 |
|
|
2020
Q3 | $627K | Buy |
14,553
+1,181
| +9% | +$50.9K | 0.45% | 61 |
|
|
2020
Q2 | $683K | Buy |
13,372
+1,055
| +9% | +$53.9K | 0.52% | 58 |
|
|
2020
Q1 | $519K | Buy |
12,317
+3,378
| +38% | +$142K | 0.46% | 59 |
|
|
2019
Q4 | $714K | Buy |
8,939
+222
| +3% | +$17.7K | 0.45% | 59 |
|
|
2019
Q3 | $602K | Sell |
8,717
-485
| -5% | -$33.5K | 0.4% | 59 |
|
|
2019
Q2 | $657K | Buy |
9,202
+426
| +5% | +$30.4K | 0.44% | 56 |
|
|
2019
Q1 | $546K | Buy |
8,776
+931
| +12% | +$57.9K | 0.38% | 60 |
|
|
2018
Q4 | $408K | Buy |
7,845
+121
| +2% | +$6.29K | 0.32% | 65 |
|
|
2018
Q3 | $497K | Buy |
7,724
+1,137
| +17% | +$73.2K | 0.37% | 58 |
|
|
2018
Q2 | $441K | Buy |
6,587
+699
| +12% | +$46.8K | 0.33% | 55 |
|
|
2018
Q1 | $397K | Buy |
5,888
+484
| +9% | +$32.6K | 0.31% | 57 |
|
|
2017
Q4 | $402K | Buy |
+5,404
| New | +$402K | 0.29% | 52 |
|