UWPG
Ullmann Wealth Partners Group’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-3,109
| Closed | -$215K | – | 63 |
|
|
2019
Q3 | $215K | Buy |
3,109
+249
| +9% | +$17.2K | 0.13% | 63 |
|
|
2019
Q2 | $200K | Buy |
+2,860
| New | +$200K | 0.12% | 66 |
|
|
2017
Q3 | – | Sell |
-193
| Closed | -$12K | – | 60 |
|
|
2017
Q2 | $12K | Sell |
193
-20
| -9% | -$1.24K | 0.01% | 136 |
|
|
2017
Q1 | $12K | Buy |
+213
| New | +$12K | 0.01% | 127 |
|