V Wealth Advisors’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
Q1 | – | Sell |
-40,682
| Closed | -$1.31M | – | 264 |
|
|
2018
Q4 | $1.31M | Sell |
40,682
-7,587
| -16% | -$244K | 0.66% | 42 |
|
|
2018
Q3 | $1.86M | Sell |
48,269
-1,139
| -2% | -$43.8K | 0.86% | 31 |
|
|
2018
Q2 | $1.97M | Buy |
49,408
+992
| +2% | +$39.5K | 1.1% | 24 |
|
|
2018
Q1 | $1.97M | Buy |
48,416
+871
| +2% | +$35.5K | 1.05% | 28 |
|
|
2017
Q4 | $2.15M | Buy |
47,545
+608
| +1% | +$27.5K | 1.08% | 28 |
|
|
2017
Q3 | $1.77M | Buy |
46,937
+3,737
| +9% | +$141K | 0.9% | 36 |
|
|
2017
Q2 | $1.55M | Buy |
43,200
+1,480
| +4% | +$52.9K | 0.72% | 42 |
|
|
2017
Q1 | $1.44M | Buy |
41,720
+6,844
| +20% | +$236K | 0.88% | 39 |
|
|
2016
Q4 | $1.25M | Buy |
+34,876
| New | +$1.25M | 0.91% | 39 |
|