Wealthspire Advisors (Maryland)’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $542K | Sell |
12,567
-6,115
| -33% | -$264K | 0.02% | 255 |
|
|
2020
Q2 | $955K | Sell |
18,682
-3,549
| -16% | -$181K | 0.07% | 166 |
|
|
2020
Q1 | $936K | Sell |
22,231
-2,599
| -10% | -$109K | 0.08% | 142 |
|
|
2019
Q4 | $1.98M | Sell |
24,830
-1,981
| -7% | -$158K | 0.13% | 100 |
|
|
2019
Q3 | $1.85M | Buy |
26,811
+4,194
| +19% | +$290K | 0.14% | 96 |
|
|
2019
Q2 | $1.58M | Sell |
22,617
-2,159
| -9% | -$151K | 0.12% | 100 |
|
|
2019
Q1 | $1.54M | Buy |
24,776
+4,049
| +20% | +$252K | 0.12% | 106 |
|
|
2018
Q4 | $1.08M | Sell |
20,727
-1,443
| -7% | -$75.1K | 0.1% | 111 |
|
|
2018
Q3 | $1.59M | Buy |
22,170
+983
| +5% | +$70.5K | 0.13% | 97 |
|
|
2018
Q2 | $1.42M | Sell |
21,187
-1,976
| -9% | -$132K | 0.13% | 99 |
|
|
2018
Q1 | $1.56M | Buy |
23,163
+460
| +2% | +$31K | 0.15% | 97 |
|
|
2017
Q4 | $1.69M | Buy |
22,703
+1,733
| +8% | +$129K | 0.16% | 93 |
|
|
2017
Q3 | $1.53M | Buy |
20,970
+1,133
| +6% | +$82.4K | 0.17% | 93 |
|
|
2017
Q2 | $1.33M | Buy |
19,837
+1,724
| +10% | +$115K | 0.16% | 100 |
|
|
2017
Q1 | $1.08M | Buy |
18,113
+1,248
| +7% | +$74.6K | 0.15% | 95 |
|
|
2016
Q4 | $1M | Sell |
16,865
-972
| -5% | -$57.7K | 0.15% | 101 |
|
|
2016
Q3 | $842K | Buy |
17,837
+5,703
| +47% | +$269K | 0.13% | 113 |
|
|
2016
Q2 | $514K | Buy |
12,134
+174
| +1% | +$7.37K | 0.09% | 158 |
|
|
2016
Q1 | $499K | Buy |
11,960
+2,854
| +31% | +$119K | 0.09% | 154 |
|
|
2015
Q4 | $471K | Buy |
+9,106
| New | +$471K | 0.09% | 162 |
|