UIA
UBP Investment Advisors’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-4,540
| Closed | -$314K | – | 54 |
|
|
2019
Q3 | $314K | Buy |
4,540
+240
| +6% | +$16.6K | 0.26% | 44 |
|
|
2019
Q2 | $301K | Sell |
4,300
-875
| -17% | -$61.3K | 0.27% | 43 |
|
|
2019
Q1 | $322K | Buy |
+5,175
| New | +$322K | 0.3% | 40 |
|
|
2018
Q4 | – | Sell |
-3,000
| Closed | -$215K | – | 44 |
|
|
2018
Q3 | $215K | Buy |
+3,000
| New | +$215K | 0.21% | 56 |
|