Taylor Wealth Management Partners’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,805
| Closed | -$121K | – | 135 |
|
|
2018
Q2 | $121K | Sell |
1,805
-40
| -2% | -$2.68K | 0.05% | 58 |
|
|
2018
Q1 | $125K | Sell |
1,845
-7,350
| -80% | -$498K | 0.06% | 57 |
|
|
2017
Q4 | $684K | Buy |
9,195
+3,720
| +68% | +$277K | 0.29% | 44 |
|
|
2017
Q3 | $398K | Buy |
+5,475
| New | +$398K | 0.18% | 50 |
|
|
2016
Q3 | – | Sell |
-8
| Closed | – | – | 161 |
|
|
2016
Q2 | $0 | Hold |
8
| – | – | ﹤0.01% | 147 |
|
|
2016
Q1 | $0 | Hold |
8
| – | – | ﹤0.01% | 146 |
|
|
2015
Q4 | $0 | Hold |
8
| – | – | ﹤0.01% | 143 |
|
|
2015
Q3 | $0 | Hold |
8
| – | – | ﹤0.01% | 162 |
|
|
2015
Q2 | $0 | Buy |
+8
| New | – | ﹤0.01% | 184 |
|