Windsor Wealth Management’s Citizens Financial Group CFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-9,597
| Closed | -$401K | – | 168 |
|
|
2022
Q1 | $401K | Buy |
9,597
+21
| +0.2% | +$877 | 0.07% | 167 |
|
|
2021
Q4 | $492K | Sell |
9,576
-2,385
| -20% | -$123K | 0.09% | 156 |
|
|
2021
Q3 | $577K | Sell |
11,961
-5,046
| -30% | -$243K | 0.12% | 143 |
|
|
2021
Q2 | $780K | Buy |
17,007
+1,465
| +9% | +$67.2K | 0.17% | 118 |
|
|
2021
Q1 | $686K | Buy |
+15,542
| New | +$686K | 0.16% | 118 |
|