Wellesley Investment Partners’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $305K | Sell |
7,087
-2,169
| -23% | -$93.3K | 0.1% | 78 |
|
|
2020
Q2 | $472K | Sell |
9,256
-1,871
| -17% | -$95.4K | 0.17% | 64 |
|
|
2020
Q1 | $468K | Sell |
11,127
-835
| -7% | -$35.1K | 0.19% | 59 |
|
|
2019
Q4 | $955K | Sell |
11,962
-54
| -0.4% | -$4.31K | 0.29% | 44 |
|
|
2019
Q3 | $830K | Buy |
12,016
+522
| +5% | +$36.1K | 0.27% | 48 |
|
|
2019
Q2 | $804K | Buy |
11,494
+338
| +3% | +$23.6K | 0.28% | 48 |
|
|
2019
Q1 | $694K | Sell |
11,156
-458
| -4% | -$28.5K | 0.24% | 67 |
|
|
2018
Q4 | $604K | Buy |
+11,614
| New | +$604K | 0.21% | 72 |
|