Wagner Wealth Management’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-9,418
| Closed | -$598K | – | 232 |
|
|
2024
Q2 | $598K | Buy |
9,418
+1,303
| +16% | +$82.7K | 0.18% | 69 |
|
|
2024
Q1 | $513K | Buy |
+8,115
| New | +$513K | 0.16% | 73 |
|
|
2022
Q4 | – | Sell |
-167
| Closed | -$7K | – | 305 |
|
|
2022
Q3 | $7K | Buy |
167
+1
| +0.6% | +$42 | 0.01% | 471 |
|
|
2022
Q2 | $8K | Buy |
+166
| New | +$8K | 0.01% | 471 |
|
|
2022
Q1 | – | Sell |
-5,030
| Closed | -$304K | – | 271 |
|
|
2021
Q4 | $304K | Buy |
5,030
+10
| +0.2% | +$604 | 0.23% | 88 |
|
|
2021
Q3 | $347K | Buy |
5,020
+574
| +13% | +$39.7K | 0.28% | 74 |
|
|
2021
Q2 | $315K | Buy |
4,446
+530
| +14% | +$37.6K | 0.23% | 88 |
|
|
2021
Q1 | $285K | Buy |
+3,916
| New | +$285K | 0.22% | 85 |
|
|
2018
Q3 | $305K | Buy |
4,256
+1,277
| +43% | +$91.5K | 0.2% | 95 |
|
|
2018
Q2 | $199K | Buy |
2,979
+241
| +9% | +$16.1K | 0.14% | 114 |
|
|
2018
Q1 | $185K | Sell |
2,738
-312
| -10% | -$21.1K | 0.14% | 112 |
|
|
2017
Q4 | $230K | Buy |
+3,050
| New | +$230K | 0.17% | 100 |
|