Westshore Wealth’s Citigroup C Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-5,680
Closed -$399K 92
2021
Q3
$399K Sell
5,680
-2,493
-31% -$175K 0.32% 46
2021
Q2
$578K Buy
8,173
+169
+2% +$12K 0.3% 55
2021
Q1
$582K Buy
+8,004
New +$582K 0.33% 45