Whitney & Co’s Citigroup C Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-2,396
| Closed | -$162K | – | 155 |
|
2018
Q3 | $162K | Buy |
2,396
+526
| +28% | +$35.6K | 0.04% | 117 |
|
2018
Q2 | $125K | Sell |
1,870
-1,000
| -35% | -$66.8K | 0.03% | 122 |
|
2018
Q1 | $194K | Hold |
2,870
| – | – | 0.06% | 107 |
|
2017
Q4 | $214K | Buy |
+2,870
| New | +$214K | 0.06% | 109 |
|
2014
Q1 | – | Sell |
-4,198
| Closed | -$219K | – | 104 |
|
2013
Q4 | $219K | Buy |
+4,198
| New | +$219K | 0.12% | 93 |
|