TrinityPoint Wealth’s Citizens Financial Group CFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-17,616
| Closed | -$331K | – | 209 |
|
|
2020
Q1 | $331K | Sell |
17,616
-44,575
| -72% | -$838K | 0.13% | 150 |
|
|
2019
Q4 | $2.53M | Sell |
62,191
-578
| -0.9% | -$23.5K | 0.85% | 29 |
|
|
2019
Q3 | $2.33M | Sell |
62,769
-96
| -0.2% | -$3.57K | 0.81% | 31 |
|
|
2019
Q2 | $2.37M | Sell |
62,865
-2,527
| -4% | -$95.1K | 1.13% | 21 |
|
|
2019
Q1 | $2.13M | Buy |
65,392
+56,621
| +646% | +$1.84M | 1.04% | 23 |
|
|
2018
Q4 | $261K | Buy |
+8,771
| New | +$261K | 0.16% | 135 |
|