WealthPLAN Partners’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-401
| Closed | -$18.5K | – | 425 |
|
|
2023
Q2 | $18.5K | Buy |
401
+2
| +0.5% | +$92 | ﹤0.01% | 697 |
|
|
2023
Q1 | $18.7K | Buy |
+399
| New | +$18.7K | ﹤0.01% | 741 |
|
|
2017
Q2 | – | Sell |
-831
| Closed | -$49.5K | – | 211 |
|
|
2017
Q1 | $49.5K | Buy |
+831
| New | +$49.5K | 0.17% | 110 |
|
|
2016
Q3 | $144K | Sell |
3,009
-5,650
| -65% | -$270K | 0.05% | 185 |
|
|
2016
Q2 | $155K | Buy |
+8,659
| New | +$155K | 0.02% | 466 |
|
|
2015
Q4 | $306K | Buy |
+18,720
| New | +$306K | 0.05% | 206 |
|
|
2015
Q2 | $363K | Buy |
6,574
+11
| +0.2% | +$607 | 0.16% | 72 |
|
|
2015
Q1 | $345K | Buy |
+6,563
| New | +$345K | 0.16% | 89 |
|