TWA
Tillar-Wenstrup Advisors’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-26,454
| Closed | -$1.85M | – | 45 |
|
|
2019
Q2 | $1.85M | Buy |
26,454
+3,725
| +16% | +$261K | 1.04% | 31 |
|
|
2019
Q1 | $1.41M | Sell |
22,729
-4,784
| -17% | -$298K | 0.81% | 34 |
|
|
2018
Q4 | $1.43M | Sell |
27,513
-346
| -1% | -$18K | 0.94% | 38 |
|
|
2018
Q3 | $2M | Sell |
27,859
-823
| -3% | -$59.1K | 1.09% | 42 |
|
|
2018
Q2 | $1.92M | Sell |
28,682
-985
| -3% | -$65.9K | 1.07% | 41 |
|
|
2018
Q1 | $2M | Sell |
29,667
-1,440
| -5% | -$97.2K | 1.17% | 38 |
|
|
2017
Q4 | $2.32M | Sell |
31,107
-647
| -2% | -$48.2K | 1.8% | 27 |
|
|
2017
Q3 | $2.31M | Sell |
31,754
-1,488
| -4% | -$108K | 1.76% | 28 |
|
|
2017
Q2 | $2.22M | Buy |
33,242
+285
| +0.9% | +$19.1K | 1.73% | 32 |
|
|
2017
Q1 | $1.97M | Buy |
+32,957
| New | +$1.97M | 1.51% | 39 |
|