WealthSource Partners’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,470
| Closed | -$252K | – | 492 |
|
|
2023
Q2 | $252K | Buy |
5,470
+464
| +9% | +$21.4K | 0.02% | 439 |
|
|
2023
Q1 | $235K | Sell |
5,006
-376
| -7% | -$17.6K | 0.02% | 452 |
|
|
2022
Q4 | $243K | Buy |
5,382
+2
| +0% | +$90 | 0.02% | 434 |
|
|
2022
Q3 | $224K | Buy |
5,380
+404
| +8% | +$16.8K | 0.02% | 447 |
|
|
2022
Q2 | $229K | Sell |
4,976
-177
| -3% | -$8.15K | 0.02% | 459 |
|
|
2022
Q1 | $275K | Sell |
5,153
-32
| -0.6% | -$1.71K | 0.02% | 471 |
|
|
2021
Q4 | $313K | Buy |
5,185
+79
| +2% | +$4.77K | 0.03% | 423 |
|
|
2021
Q3 | $358K | Buy |
5,106
+550
| +12% | +$38.6K | 0.03% | 346 |
|
|
2021
Q2 | $322K | Buy |
4,556
+1,453
| +47% | +$103K | 0.03% | 346 |
|
|
2021
Q1 | $226K | Buy |
+3,103
| New | +$226K | 0.02% | 385 |
|
|
2020
Q2 | – | Sell |
-6,227
| Closed | -$262K | – | 344 |
|
|
2020
Q1 | $262K | Sell |
6,227
-5,595
| -47% | -$235K | 0.04% | 261 |
|
|
2019
Q4 | $944K | Sell |
11,822
-5,937
| -33% | -$474K | 0.12% | 149 |
|
|
2019
Q3 | $1.23M | Buy |
17,759
+1,176
| +7% | +$81.3K | 0.18% | 120 |
|
|
2019
Q2 | $1.16M | Buy |
+16,583
| New | +$1.16M | 0.18% | 126 |
|