WR Wealth Planners’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $24.9K | Sell |
354
-29
| -8% | -$2.04K | 0.01% | 426 |
|
|
2024
Q3 | $24K | Sell |
383
-43
| -10% | -$2.69K | 0.01% | 454 |
|
|
2024
Q2 | $27K | Buy |
426
+147
| +53% | +$9.33K | 0.01% | 406 |
|
|
2024
Q1 | $17.6K | Buy |
+279
| New | +$17.6K | 0.01% | 479 |
|
|
2023
Q4 | – | Sell |
-713
| Closed | -$29.3K | – | 268 |
|
|
2023
Q3 | $29.3K | Sell |
713
-52
| -7% | -$2.14K | 0.01% | 382 |
|
|
2023
Q2 | $35.2K | Sell |
765
-20
| -3% | -$921 | 0.01% | 367 |
|
|
2023
Q1 | $36.8K | Buy |
+785
| New | +$36.8K | 0.02% | 358 |
|