Wellesley Investment Partners’s Citizens Financial Group CFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
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|
2019
Q1 | $913K | Sell |
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|
2018
Q4 | $931K | Buy |
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|
2018
Q3 | $1.17M | Buy |
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|
2018
Q2 | $1.13M | Buy |
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|
2018
Q1 | $1.17M | Buy |
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|
2017
Q4 | $1.17M | Buy |
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|
2017
Q3 | $1M | Sell |
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|
2017
Q2 | $977K | Sell |
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|
2017
Q1 | $961K | Sell |
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|
2016
Q4 | $1.09M | Buy |
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|
2016
Q3 | $754K | Buy |
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|
2016
Q2 | $514K | Buy |
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|
2016
Q1 | $462K | Buy |
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|
2015
Q4 | $390K | Buy |
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