WFG Advisors’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $598K | Buy |
8,948
+1,807
| +25% | +$121K | 0.14% | 177 |
|
|
2017
Q1 | $427K | Sell |
7,141
-1,480
| -17% | -$88.5K | 0.11% | 193 |
|
|
2016
Q4 | $512K | Sell |
8,621
-401
| -4% | -$23.8K | 0.13% | 201 |
|
|
2016
Q3 | $426K | Sell |
9,022
-1,120
| -11% | -$52.9K | 0.11% | 203 |
|
|
2016
Q2 | $430K | Sell |
10,142
-71
| -0.7% | -$3.01K | 0.11% | 187 |
|
|
2016
Q1 | $426K | Sell |
10,213
-1,867
| -15% | -$77.9K | 0.12% | 183 |
|
|
2015
Q4 | $625K | Buy |
12,080
+351
| +3% | +$18.2K | 0.19% | 137 |
|
|
2015
Q3 | $582K | Buy |
11,729
+951
| +9% | +$47.2K | 0.18% | 129 |
|
|
2015
Q2 | $595K | Buy |
10,778
+112
| +1% | +$6.18K | 0.16% | 137 |
|
|
2015
Q1 | $550K | Sell |
10,666
-3,374
| -24% | -$174K | 0.15% | 153 |
|
|
2014
Q4 | $760K | Sell |
14,040
-1,182
| -8% | -$64K | 0.15% | 150 |
|
|
2014
Q3 | $789K | Sell |
15,222
-2,800
| -16% | -$145K | 0.15% | 166 |
|
|
2014
Q2 | $849K | Buy |
18,022
+3
| +0% | +$141 | 0.16% | 155 |
|
|
2014
Q1 | $858K | Sell |
18,019
-6,411
| -26% | -$305K | 0.17% | 144 |
|
|
2013
Q4 | $1.27M | Sell |
24,430
-1,724
| -7% | -$89.8K | 0.18% | 133 |
|
|
2013
Q3 | $1.27M | Sell |
26,154
-239
| -0.9% | -$11.6K | 0.2% | 130 |
|
|
2013
Q2 | $1.27M | Buy |
+26,393
| New | +$1.27M | 0.21% | 122 |
|