Winslow Evans & Crocker’s Citizens Financial Group CFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-146	Closed	-$4K	–	1133
2020 Q1	$4K	Sell	146 -250	-63%	-$8.16K	﹤0.01%	882
2019 Q4	$18K	Sell	396 -150	-27%	-$5.61K	﹤0.01%	674
2019 Q3	$22K	Hold	546	–	–	0.01%	632
2019 Q2	$22K	Buy	546 +66	+14%	+$2.3K	0.01%	645
2019 Q1	$18K	Buy	480 +84	+21%	+$2.91K	0.01%	682
2018 Q4	$14K	Buy	396 +250	+171%	+$8.77K	﹤0.01%	691
2018 Q3	$6K	Hold	146	–	–	﹤0.01%	886
2018 Q2	$6K	Hold	146	–	–	﹤0.01%	890
2018 Q1	$6.09K	Hold	146	–	–	﹤0.01%	881
2017 Q4	$6.09K	Hold	146	–	–	﹤0.01%	904
2017 Q3	$5.49K	Sell	146 -959	-87%	-$33.5K	﹤0.01%	922
2017 Q2	$39.4K	Sell	1,105 -31	-3%	-$1.1K	0.01%	610
2017 Q1	$39.2K	Buy	1,136 +30	+3%	+$1.09K	0.01%	588
2016 Q4	$39.4K	Buy	1,106 +1,026	+1,283%	+$31.1K	0.01%	585
2016 Q3	$1.98K	Hold	80	–	–	﹤0.01%	1187
2016 Q2	$1.6K	Hold	80	–	–	﹤0.01%	1187
2016 Q1	$1.68K	Hold	80	–	–	﹤0.01%	1182
2015 Q4	$2.1K	Hold	80	–	–	﹤0.01%	1230
2015 Q3	$1.91K	Hold	80	–	–	﹤0.01%	1182
2015 Q2	$2.19K	Buy	+80	New	+$2.12K	﹤0.01%	1197