Wolf Group Capital Advisors’s Citizens Financial Group CFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-6,509
| Closed | -$253K | – | 93 |
|
|
2018
Q2 | $253K | Sell |
6,509
-2,020
| -24% | -$78.5K | 0.16% | 88 |
|
|
2018
Q1 | $358K | Sell |
8,529
-5,099
| -37% | -$214K | 0.24% | 89 |
|
|
2017
Q4 | $572K | Buy |
13,628
+837
| +7% | +$35.1K | 0.36% | 79 |
|
|
2017
Q3 | $474K | Sell |
12,791
-5,259
| -29% | -$195K | 0.33% | 83 |
|
|
2017
Q2 | $644K | Sell |
18,050
-6,374
| -26% | -$227K | 0.5% | 61 |
|
|
2017
Q1 | $844K | Buy |
24,424
+1,277
| +6% | +$44.1K | 0.55% | 61 |
|
|
2016
Q4 | $825K | Buy |
23,147
+2,025
| +10% | +$72.2K | 0.55% | 62 |
|
|
2016
Q3 | $522K | Buy |
21,122
+5,620
| +36% | +$139K | 0.36% | 74 |
|
|
2016
Q2 | $310K | Buy |
+15,502
| New | +$310K | 0.23% | 82 |
|