WealthPLAN Partners’s Citizens Financial Group CFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-325
| Closed | -$8.48K | – | 438 |
|
|
2023
Q2 | $8.48K | Buy |
325
+4
| +1% | +$104 | ﹤0.01% | 822 |
|
|
2023
Q1 | $9.74K | Buy |
+321
| New | +$9.74K | ﹤0.01% | 872 |
|
|
2017
Q2 | – | Sell |
-607
| Closed | -$20.9K | – | 215 |
|
|
2017
Q1 | $20.9K | Buy |
+607
| New | +$20.9K | 0.07% | 183 |
|
|
2016
Q3 | $22.3K | Sell |
894
-888
| -50% | -$22.2K | 0.01% | 465 |
|
|
2016
Q2 | $17.8K | Buy |
+1,782
| New | +$17.8K | ﹤0.01% | 1467 |
|