WR Wealth Planners’s Citizens Financial Group CFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $17.2K | Buy |
394
+141
| +56% | +$6.17K | 0.01% | 502 |
|
|
2024
Q3 | $10.4K | Buy |
253
+76
| +43% | +$3.12K | ﹤0.01% | 621 |
|
|
2024
Q2 | $6.38K | Buy |
177
+69
| +64% | +$2.49K | ﹤0.01% | 674 |
|
|
2024
Q1 | $3.92K | Buy |
+108
| New | +$3.92K | ﹤0.01% | 764 |
|
|
2023
Q3 | – | Sell |
-120
| Closed | -$3.13K | – | 921 |
|
|
2023
Q2 | $3.13K | Sell |
120
-29
| -19% | -$756 | ﹤0.01% | 732 |
|
|
2023
Q1 | $4.53K | Buy |
+149
| New | +$4.53K | ﹤0.01% | 690 |
|