WKWM
Walter & Keenan Wealth Management’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-3,491
| Closed | -$250 | – | 157 |
|
|
2018
Q3 | $250 | Hold |
3,491
| – | – | 0.07% | 143 |
|
|
2018
Q2 | $234K | Hold |
3,491
| – | – | 0.1% | 153 |
|
|
2018
Q1 | $236K | Buy |
3,491
+24
| +0.7% | +$1.62K | 0.1% | 154 |
|
|
2017
Q4 | $258K | Buy |
+3,467
| New | +$258K | 0.11% | 146 |
|