TrueWealth LLC’s Citizens Financial Group CFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-217
| Closed | -$7K | – | 723 |
|
|
2019
Q1 | $7K | Hold |
217
| – | – | ﹤0.01% | 510 |
|
|
2018
Q4 | $6K | Hold |
217
| – | – | ﹤0.01% | 504 |
|
|
2018
Q3 | $8K | Hold |
217
| – | – | ﹤0.01% | 523 |
|
|
2018
Q2 | $8K | Hold |
217
| – | – | ﹤0.01% | 522 |
|
|
2018
Q1 | $9K | Sell |
217
-100
| -32% | -$4.15K | ﹤0.01% | 468 |
|
|
2017
Q4 | $13K | Buy |
+317
| New | +$13K | 0.01% | 460 |
|