Wealthcare Capital Management’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-399
| Closed | -$29K | – | 163 |
|
|
2021
Q1 | $29K | Buy |
+399
| New | +$29K | ﹤0.01% | 187 |
|
|
2020
Q2 | – | Sell |
-71
| Closed | -$3K | – | 77 |
|
|
2020
Q1 | $3K | Sell |
71
-92
| -56% | -$3.89K | ﹤0.01% | 199 |
|
|
2019
Q4 | $13K | Buy |
+163
| New | +$13K | ﹤0.01% | 167 |
|
|
2015
Q4 | – | Sell |
-50
| Closed | -$2K | – | 224 |
|
|
2015
Q3 | $2K | Sell |
50
-117
| -70% | -$4.68K | ﹤0.01% | 207 |
|
|
2015
Q2 | $9K | Sell |
167
-460
| -73% | -$24.8K | ﹤0.01% | 213 |
|
|
2015
Q1 | $32K | Buy |
627
+577
| +1,154% | +$29.4K | ﹤0.01% | 330 |
|
|
2014
Q4 | $3K | Sell |
50
-194
| -80% | -$11.6K | ﹤0.01% | 160 |
|
|
2014
Q3 | $13K | Buy |
244
+194
| +388% | +$10.3K | ﹤0.01% | 128 |
|
|
2014
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 158 |
|
|
2014
Q1 | $2K | Hold |
50
| – | – | ﹤0.01% | 150 |
|
|
2013
Q4 | $3K | Hold |
50
| – | – | ﹤0.01% | 100 |
|
|
2013
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 104 |
|
|
2013
Q2 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 108 |
|