TFO Wealth Partners’s Citigroup C Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-4
| Closed | -$184 | – | 952 |
|
2023
Q3 | $184 | Buy |
+4
| New | +$184 | ﹤0.01% | 837 |
|
2022
Q4 | – | Sell |
-103
| Closed | -$4K | – | 928 |
|
2022
Q3 | $4K | Buy |
+103
| New | +$4K | ﹤0.01% | 105 |
|
2021
Q4 | – | Sell |
-1
| Closed | – | – | 141 |
|
2021
Q3 | $0 | Sell |
1
-49
| -98% | – | ﹤0.01% | 149 |
|
2021
Q2 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 99 |
|
2020
Q1 | – | Sell |
-250
| Closed | -$19K | – | 131 |
|
2019
Q4 | $19K | Buy |
+250
| New | +$19K | 0.02% | 102 |
|