YorkBridge Wealth Partners’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,339
| Closed | -$202K | – | 285 |
|
|
2021
Q4 | $202K | Buy |
3,339
+50
| +2% | +$3.03K | 0.05% | 277 |
|
|
2021
Q3 | $231K | Sell |
3,289
-10,001
| -75% | -$702K | 0.06% | 242 |
|
|
2021
Q2 | $940K | Buy |
13,290
+10,130
| +321% | +$716K | 0.25% | 79 |
|
|
2021
Q1 | $230K | Sell |
3,160
-9,743
| -76% | -$709K | 0.07% | 228 |
|
|
2020
Q4 | $796K | Sell |
12,903
-1,285
| -9% | -$79.3K | 0.27% | 78 |
|
|
2020
Q3 | $612K | Sell |
14,188
-269
| -2% | -$11.6K | 0.26% | 81 |
|
|
2020
Q2 | $739K | Sell |
14,457
-269
| -2% | -$13.8K | 0.34% | 67 |
|
|
2020
Q1 | $620K | Sell |
14,726
-169
| -1% | -$7.12K | 0.38% | 73 |
|
|
2019
Q4 | $1.19M | Buy |
14,895
+330
| +2% | +$26.4K | 0.55% | 55 |
|
|
2019
Q3 | $1.01M | Sell |
14,565
-3,140
| -18% | -$217K | 0.51% | 58 |
|
|
2019
Q2 | $1.24M | Buy |
17,705
+84
| +0.5% | +$5.88K | 0.55% | 50 |
|
|
2019
Q1 | $1.1M | Buy |
17,621
+123
| +0.7% | +$7.65K | 0.51% | 58 |
|
|
2018
Q4 | $911K | Sell |
17,498
-107
| -0.6% | -$5.57K | 0.48% | 59 |
|
|
2018
Q3 | $1.27M | Sell |
17,605
-185
| -1% | -$13.3K | 0.58% | 51 |
|
|
2018
Q2 | $1.19M | Buy |
17,790
+360
| +2% | +$24.1K | 0.52% | 56 |
|
|
2018
Q1 | $1.26M | Hold |
17,430
| – | – | 0.58% | 44 |
|
|
2017
Q4 | $1.28M | Sell |
17,430
-278
| -2% | -$20.4K | 0.62% | 43 |
|
|
2017
Q3 | $1.29M | Sell |
17,708
-248
| -1% | -$18K | 0.67% | 42 |
|
|
2017
Q2 | $1.23M | Buy |
17,956
+343
| +2% | +$23.4K | 0.65% | 45 |
|
|
2017
Q1 | $1.05M | Buy |
17,613
+1,208
| +7% | +$72.2K | 0.55% | 50 |
|
|
2016
Q4 | $931K | Buy |
+16,405
| New | +$931K | 0.55% | 49 |
|