WEC
Winslow Evans & Crocker’s Citizens Financial Group CFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-146
| Closed | -$4K | – | 1134 |
|
|
2020
Q1 | $4K | Sell |
146
-250
| -63% | -$6.85K | ﹤0.01% | 882 |
|
|
2019
Q4 | $18K | Sell |
396
-150
| -27% | -$6.82K | ﹤0.01% | 674 |
|
|
2019
Q3 | $22K | Hold |
546
| – | – | 0.01% | 632 |
|
|
2019
Q2 | $22K | Buy |
546
+66
| +14% | +$2.66K | 0.01% | 645 |
|
|
2019
Q1 | $18K | Buy |
480
+84
| +21% | +$3.15K | 0.01% | 682 |
|
|
2018
Q4 | $14K | Buy |
396
+250
| +171% | +$8.84K | ﹤0.01% | 690 |
|
|
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% | -$36.1K | ﹤0.01% | 922 |
|
|
2017
Q2 | $39.4K | Sell |
1,105
-31
| -3% | -$1.11K | 0.01% | 610 |
|
|
2017
Q1 | $39.2K | Buy |
1,136
+30
| +3% | +$1.04K | 0.01% | 588 |
|
|
2016
Q4 | $39.4K | Buy |
1,106
+1,026
| +1,283% | +$36.5K | 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 | +$2.19K | ﹤0.01% | 1197 |
|