Weatherly Asset Management’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-3,523
| Closed | -$166K | – | 157 |
|
|
2014
Q2 | $166K | Buy |
+3,523
| New | +$166K | 0.07% | 162 |
|
|
2013
Q4 | – | Sell |
-4,295
| Closed | -$208K | – | 143 |
|
|
2013
Q3 | $208K | Sell |
4,295
-130
| -3% | -$6.3K | 0.11% | 137 |
|
|
2013
Q2 | $212K | Buy |
+4,425
| New | +$212K | 0.12% | 124 |
|