THWM
Taylor Hoffman Wealth Management’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-588
| Closed | -$30K | – | 148 |
|
|
2020
Q2 | $30K | Buy |
+588
| New | +$30K | 0.02% | 226 |
|
|
2020
Q1 | – | Sell |
-588
| Closed | -$47K | – | 147 |
|
|
2019
Q4 | $47K | Hold |
588
| – | – | 0.03% | 213 |
|
|
2019
Q3 | $41K | Hold |
588
| – | – | 0.03% | 216 |
|
|
2019
Q2 | $41K | Hold |
588
| – | – | 0.03% | 203 |
|
|
2019
Q1 | $37K | Hold |
588
| – | – | 0.03% | 210 |
|
|
2018
Q4 | $31K | Buy |
588
+510
| +654% | +$26.9K | 0.03% | 207 |
|
|
2018
Q3 | $6K | Hold |
78
| – | – | ﹤0.01% | 308 |
|
|
2018
Q2 | $5K | Hold |
78
| – | – | ﹤0.01% | 304 |
|
|
2018
Q1 | $5K | Hold |
78
| – | – | ﹤0.01% | 323 |
|
|
2017
Q4 | $6K | Buy |
+78
| New | +$6K | 0.01% | 317 |
|