WPA
Winning Points Advisors’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-53,302
| Closed | -$3.73M | – | 61 |
|
|
2021
Q4 | $3.73M | Buy |
53,302
+10,569
| +25% | +$740K | 2.71% | 11 |
|
|
2021
Q3 | $3M | Buy |
42,733
+740
| +2% | +$51.9K | 2.19% | 12 |
|
|
2021
Q2 | $2.97M | Sell |
41,993
-2,880
| -6% | -$204K | 2.23% | 11 |
|
|
2021
Q1 | $3.26M | Sell |
44,873
-201
| -0.4% | -$14.6K | 2.44% | 11 |
|
|
2020
Q4 | $2.78M | Sell |
45,074
-3,835
| -8% | -$236K | 2.23% | 12 |
|
|
2020
Q3 | $2.1M | Sell |
48,909
-341
| -0.7% | -$14.7K | 1.79% | 17 |
|
|
2020
Q2 | $2.52M | Sell |
49,250
-3,320
| -6% | -$170K | 2.4% | 13 |
|
|
2020
Q1 | $2.21M | Sell |
52,570
-522
| -1% | -$22K | 2.16% | 17 |
|
|
2019
Q4 | $4.24M | Sell |
53,092
-110
| -0.2% | -$8.79K | 2.7% | 11 |
|
|
2019
Q3 | $3.7M | Sell |
53,202
-100
| -0.2% | -$6.95K | 2.67% | 10 |
|
|
2019
Q2 | $3.73M | Sell |
53,302
-448
| -0.8% | -$31.4K | 2.71% | 11 |
|
|
2019
Q1 | $3.35M | Sell |
53,750
-100
| -0.2% | -$6.23K | 2.59% | 11 |
|
|
2018
Q4 | $2.88M | Sell |
53,850
-7,700
| -13% | -$412K | 2.47% | 14 |
|
|
2018
Q3 | $4.42M | Sell |
61,550
-4,800
| -7% | -$345K | 3.25% | 7 |
|
|
2018
Q2 | $4.44M | Sell |
66,350
-100
| -0.2% | -$6.69K | 3.55% | 7 |
|
|
2018
Q1 | $4.54M | Sell |
66,450
-200
| -0.3% | -$13.7K | 3.7% | 7 |
|
|
2017
Q4 | $4.96M | Sell |
66,650
-820
| -1% | -$61K | 4.04% | 6 |
|
|
2017
Q3 | $4.91M | Buy |
67,470
+2,300
| +4% | +$167K | 4.23% | 6 |
|
|
2017
Q2 | $4.45M | Sell |
65,170
-2,600
| -4% | -$177K | 4.35% | 6 |
|
|
2017
Q1 | $4.97M | Sell |
67,770
-345
| -0.5% | -$25.3K | 4.86% | 5 |
|
|
2016
Q4 | $4.04M | Buy |
+68,115
| New | +$4.04M | 4.41% | 5 |
|