Welch & Forbes’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,015
| Closed | -$241K | – | 332 |
|
|
2019
Q4 | $241K | Buy |
+3,015
| New | +$241K | 0.01% | 330 |
|
|
2017
Q2 | – | Sell |
-3,742
| Closed | -$224K | – | 346 |
|
|
2017
Q1 | $224K | Buy |
+3,742
| New | +$224K | 0.01% | 315 |
|
|
2016
Q3 | – | Sell |
-5,623
| Closed | -$238K | – | 331 |
|
|
2016
Q2 | $238K | Sell |
5,623
-675
| -11% | -$28.6K | 0.01% | 311 |
|
|
2016
Q1 | $263K | Buy |
+6,298
| New | +$263K | 0.01% | 295 |
|
|
2014
Q1 | – | Sell |
-5,175
| Closed | -$269K | – | 336 |
|
|
2013
Q4 | $269K | Sell |
5,175
-1,016
| -16% | -$52.8K | 0.01% | 291 |
|
|
2013
Q3 | $300K | Buy |
6,191
+938
| +18% | +$45.5K | 0.01% | 293 |
|
|
2013
Q2 | $252K | Buy |
+5,253
| New | +$252K | 0.01% | 286 |
|