TrueWealth LLC’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $16K | Sell |
304
-204
| -40% | -$10.7K | 0.01% | 404 |
|
|
2020
Q1 | $21K | Sell |
508
-98
| -16% | -$4.05K | 0.01% | 351 |
|
|
2019
Q4 | $48K | Buy |
606
+152
| +33% | +$12K | 0.02% | 274 |
|
|
2019
Q3 | $31K | Hold |
454
| – | – | 0.01% | 313 |
|
|
2019
Q2 | $32K | Sell |
454
-121
| -21% | -$8.53K | 0.01% | 314 |
|
|
2019
Q1 | $36K | Hold |
575
| – | – | 0.02% | 298 |
|
|
2018
Q4 | $30K | Sell |
575
-609
| -51% | -$31.8K | 0.02% | 309 |
|
|
2018
Q3 | $85K | Hold |
1,184
| – | – | 0.04% | 215 |
|
|
2018
Q2 | $79K | Buy |
1,184
+54
| +5% | +$3.6K | 0.04% | 219 |
|
|
2018
Q1 | $76K | Sell |
1,130
-185
| -14% | -$12.4K | 0.04% | 221 |
|
|
2017
Q4 | $98K | Buy |
+1,315
| New | +$98K | 0.05% | 215 |
|