Wilson Kemp & Associates’s Citigroup C Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q2 | – | Sell |
-4,244
| Closed | -$202K | – | 58 |
|
2014
Q1 | $202K | Sell |
4,244
-3,070
| -42% | -$146K | 0.52% | 60 |
|
2013
Q4 | $381K | Buy |
7,314
+590
| +9% | +$30.7K | 0.73% | 47 |
|
2013
Q3 | $326K | Sell |
6,724
-8,517
| -56% | -$413K | 0.72% | 46 |
|
2013
Q2 | $731K | Buy |
+15,241
| New | +$731K | 0.7% | 46 |
|