Wellesley Investment Partners’s Citigroup C Stock Holding History

Wellesley Investment Partners’s Portfolio C Stock Details C Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$305K	Sell
2020 Q2	$472K	Sell
2020 Q1	$468K	Sell
2019 Q4	$955K	Sell
2019 Q3	$830K	Buy
2019 Q2	$804K	Buy
2019 Q1	$694K	Sell
2018 Q4	$604K	Buy