Stevens First Principles Investment Advisors’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $5K | Buy |
73
+37
| +103% | +$2.53K | ﹤0.01% | 135 |
|
|
2019
Q1 | $2K | Hold |
36
| – | – | ﹤0.01% | 146 |
|
|
2018
Q4 | $2K | Hold |
36
| – | – | ﹤0.01% | 144 |
|
|
2018
Q3 | $3K | Hold |
36
| – | – | ﹤0.01% | 148 |
|
|
2018
Q2 | $2K | Hold |
36
| – | – | ﹤0.01% | 147 |
|
|
2018
Q1 | $2K | Hold |
36
| – | – | ﹤0.01% | 145 |
|
|
2017
Q4 | $3K | Buy |
+36
| New | +$3K | ﹤0.01% | 173 |
|
|
2016
Q1 | – | Sell |
-300
| Closed | -$16K | – | 143 |
|
|
2015
Q4 | $16K | Buy |
+300
| New | +$16K | 0.01% | 143 |
|