ZWJ Investment Counsel’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-9,521
| Closed | -$401K | – | 147 |
|
|
2020
Q1 | $401K | Buy |
9,521
+492
| +5% | +$20.7K | 0.04% | 149 |
|
|
2019
Q4 | $721K | Buy |
+9,029
| New | +$721K | 0.05% | 128 |
|
|
2018
Q1 | – | Sell |
-5,526
| Closed | -$411K | – | 174 |
|
|
2017
Q4 | $411K | Buy |
5,526
+433
| +9% | +$32.2K | 0.03% | 183 |
|
|
2017
Q3 | $370K | Buy |
5,093
+400
| +9% | +$29.1K | 0.03% | 191 |
|
|
2017
Q2 | $314K | Sell |
4,693
-643
| -12% | -$43K | 0.03% | 230 |
|
|
2017
Q1 | $319K | Buy |
+5,336
| New | +$319K | 0.03% | 237 |
|