Squar Milner Financial 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 | – | Sell |
-8,455
| Closed | -$432K | – | 33 |
|
|
2020
Q2 | $432K | Buy |
8,455
+2,418
| +40% | +$124K | 0.25% | 111 |
|
|
2020
Q1 | $254K | Sell |
6,037
-2,870
| -32% | -$121K | 0.15% | 137 |
|
|
2019
Q4 | $711K | Buy |
8,907
+2,612
| +41% | +$209K | 0.36% | 54 |
|
|
2019
Q3 | $271K | Sell |
6,295
-2,186
| -26% | -$94.1K | 0.14% | 168 |
|
|
2019
Q2 | $594K | Buy |
8,481
+1,414
| +20% | +$99K | 0.4% | 48 |
|
|
2019
Q1 | $439K | Buy |
7,067
+285
| +4% | +$17.7K | 0.32% | 69 |
|
|
2018
Q4 | $353K | Buy |
6,782
+2,872
| +73% | +$149K | 0.34% | 75 |
|
|
2018
Q3 | $281K | Sell |
3,910
-261
| -6% | -$18.8K | 0.25% | 104 |
|
|
2018
Q2 | $279K | Hold |
4,171
| – | – | 0.25% | 109 |
|
|
2018
Q1 | $282K | Buy |
4,171
+33
| +0.8% | +$2.23K | 0.36% | 103 |
|
|
2017
Q4 | $331K | Buy |
+4,138
| New | +$331K | 0.4% | 90 |
|