WealthSource Partners’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $252K | Buy |
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|
2023
Q1 | $235K | Sell |
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|
2022
Q4 | $243K | Buy |
|
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|
2022
Q3 | $224K | Buy |
|
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|
2022
Q2 | $229K | Sell |
|
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|
2022
Q1 | $275K | Sell |
|
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|
2021
Q4 | $313K | Buy |
|
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|
2021
Q3 | $358K | Buy |
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|
2021
Q2 | $322K | Buy |
|
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|
2021
Q1 | $226K | Buy |
|
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $262K | Sell |
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|
2019
Q4 | $944K | Sell |
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|
2019
Q3 | $1.23M | Buy |
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|
2019
Q2 | $1.16M | Buy |
|