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WealthPLAN Partners’s Citizens Financial Group CFG Stock Holding History

WealthPLAN Partners’s Portfolio CFG Stock Details CFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-325
Closed -$8.48K – 438
2023
Q2 		$8.48K Buy
325
+4
+1% +$110 ﹤0.01% 822
2023
Q1 		$9.74K Buy
+321
New +$12.6K ﹤0.01% 872
2017
Q2 		– Sell
-607
Closed -$20.9K – 216
2017
Q1 		$20.9K Buy
+607
New +$22.1K 0.07% 183
2016
Q3 		$22.3K Sell
894
-888
-50% -$20.4K 0.01% 465
2016
Q2 		$17.8K Buy
+1,782
New +$39.6K ﹤0.01% 1467

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Amundi
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Invesco
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Morgan Stanley
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Fuller & Thaler Asset Management
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Charles Schwab
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