Warther Private Wealth’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-8,231
| Closed | -$431K | – | 111 |
|
|
2022
Q1 | $431K | Buy |
8,231
+234
| +3% | +$12.3K | 0.28% | 83 |
|
|
2021
Q4 | $505K | Buy |
7,997
+1,323
| +20% | +$83.5K | 0.37% | 71 |
|
|
2021
Q3 | $475K | Buy |
6,674
+3,130
| +88% | +$223K | 0.42% | 66 |
|
|
2021
Q2 | $252K | Buy |
+3,544
| New | +$252K | 0.24% | 95 |
|