Wealthfront’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $8.22M | Buy |
114,601
+10,388
| +10% | +$745K | 0.08% | 45 |
|
|
2018
Q2 | $6.97M | Sell |
104,213
-34,620
| -25% | -$2.32M | 0.07% | 45 |
|
|
2018
Q1 | $9.37M | Sell |
138,833
-12,509
| -8% | -$844K | 0.1% | 36 |
|
|
2017
Q4 | $11.3M | Buy |
151,342
+12,068
| +9% | +$898K | 0.13% | 32 |
|
|
2017
Q3 | $10.1M | Buy |
139,274
+15,931
| +13% | +$1.16M | 0.13% | 33 |
|
|
2017
Q2 | $8.25M | Buy |
123,343
+22,471
| +22% | +$1.5M | 0.12% | 32 |
|
|
2017
Q1 | $6.03M | Buy |
100,872
+9,376
| +10% | +$561K | 0.11% | 36 |
|
|
2016
Q4 | $5.44M | Buy |
91,496
+13,849
| +18% | +$823K | 0.12% | 36 |
|
|
2016
Q3 | $3.67M | Buy |
77,647
+34,570
| +80% | +$1.63M | 0.09% | 46 |
|
|
2016
Q2 | $1.83M | Sell |
43,077
-5,495
| -11% | -$233K | 0.05% | 68 |
|
|
2016
Q1 | $2.03M | Sell |
48,572
-9,380
| -16% | -$392K | 0.06% | 56 |
|
|
2015
Q4 | $3M | Buy |
57,952
+18,525
| +47% | +$959K | 0.11% | 37 |
|
|
2015
Q3 | $1.96M | Buy |
39,427
+6,302
| +19% | +$313K | 0.08% | 47 |
|
|
2015
Q2 | $1.83M | Buy |
33,125
+4,249
| +15% | +$235K | 0.08% | 34 |
|
|
2015
Q1 | $1.49M | Buy |
28,876
+4,815
| +20% | +$248K | 0.07% | 28 |
|
|
2014
Q4 | $1.3M | Buy |
24,061
+6,855
| +40% | +$371K | 0.08% | 31 |
|
|
2014
Q3 | $892K | Buy |
17,206
+6,900
| +67% | +$358K | 0.06% | 38 |
|
|
2014
Q2 | $497K | Buy |
10,306
+6,962
| +208% | +$336K | 0.04% | 42 |
|
|
2014
Q1 | $160K | Buy |
+3,344
| New | +$160K | 0.02% | 75 |
|