Wealthstreet Investment Advisors’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-67,854
| Closed | -$4.94M | – | 125 |
|
|
2021
Q1 | $4.94M | Buy |
67,854
+137
| +0.2% | +$9.97K | 0.48% | 50 |
|
|
2020
Q4 | $4.18M | Sell |
67,717
-9,757
| -13% | -$602K | 0.42% | 56 |
|
|
2020
Q3 | $3.34M | Sell |
77,474
-4,169
| -5% | -$180K | 0.37% | 60 |
|
|
2020
Q2 | $4.17M | Buy |
81,643
+975
| +1% | +$49.8K | 0.51% | 51 |
|
|
2020
Q1 | $3.4M | Sell |
80,668
-13,443
| -14% | -$566K | 0.5% | 49 |
|
|
2019
Q4 | $7.52M | Sell |
94,111
-419
| -0.4% | -$33.5K | 0.88% | 30 |
|
|
2019
Q3 | $6.91M | Sell |
94,530
-4,251
| -4% | -$311K | 0.88% | 32 |
|
|
2019
Q2 | $6.92M | Buy |
98,781
+856
| +0.9% | +$59.9K | 0.89% | 31 |
|
|
2019
Q1 | $6.09M | Sell |
97,925
-87
| -0.1% | -$5.41K | 0.8% | 34 |
|
|
2018
Q4 | $6.26M | Sell |
98,012
-7,651
| -7% | -$489K | 0.88% | 28 |
|
|
2018
Q3 | $7.58M | Sell |
105,663
-550
| -0.5% | -$39.5K | 0.94% | 27 |
|
|
2018
Q2 | $7.11M | Sell |
106,213
-29,016
| -21% | -$1.94M | 0.94% | 25 |
|
|
2018
Q1 | $9.13M | Buy |
135,229
+4,740
| +4% | +$320K | 1.14% | 20 |
|
|
2017
Q4 | $9.71M | Buy |
+130,489
| New | +$9.71M | 1.18% | 19 |
|