WWM
Willingdon Wealth Management’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $24K | Buy |
563
+433
| +333% | +$18.5K | 0.01% | 176 |
|
|
2019
Q4 | $10K | Sell |
130
-43
| -25% | -$3.31K | ﹤0.01% | 239 |
|
|
2019
Q3 | $12K | Buy |
+173
| New | +$12K | ﹤0.01% | 234 |
|
|
2018
Q4 | – | Sell |
-454
| Closed | -$33K | – | 346 |
|
|
2018
Q3 | $33K | Buy |
+454
| New | +$33K | 0.01% | 231 |
|
|
2018
Q2 | – | Sell |
-114
| Closed | -$8K | – | 325 |
|
|
2018
Q1 | $8K | Sell |
114
-118
| -51% | -$8.28K | ﹤0.01% | 270 |
|
|
2017
Q4 | $17K | Buy |
232
+118
| +104% | +$8.65K | 0.01% | 204 |
|
|
2017
Q3 | $8K | Buy |
+114
| New | +$8K | ﹤0.01% | 231 |
|