Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 7 buys in history.
Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| CITIGROUP INC | 261,626.48 | reported | 22 Apr 2019 | tx 26+3,493,304.76−718,789.46 |
| ALPINE GLOBAL PREMIER PROPERTIES FUND | 1,000 | reported | 18 Oct 2021 | tx 1+1,000 |
| ALPINE GLOBAL DYNAMIC DIVIDEND FUND | 1,000 | reported | 18 Oct 2021 | tx 1+1,000 |
| ABERDEEN ASIA-PACIFIC INCOME FUND INC | 1,000 | reported | 18 Oct 2021 | tx 1+1,000 |
| ABERDEEN AUSTRALIA EQUITY FUND INC | 1,000 | reported | 18 Oct 2021 | tx 1+1,000 |
| ABERDEEN GLOBAL INCOME FUND INC | 1,000 | reported | 18 Oct 2021 | tx 1+1,000 |
| Avenue Income Credit Strategies Fund | 1,000 | reported | 18 Oct 2021 | tx 1+1,000 |
| ALPINE TOTAL DYNAMIC DIVIDEND FUND | 1,000 | reported | 18 Oct 2021 | tx 1+1,000 |
| JAPAN EQUITY FUND INC | 1,000 | reported | 18 Oct 2021 | tx 1+1,000 |
| Aberdeen Standard Global Infrastructure Income Fund | 1,000 | reported | 30 Sept 2021 | tx 1+1,000 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 18 Oct 2021 | PURCHASE | ABERDEEN GLOBAL INCOME FUND INC | 1,000 | 8.13 USD | |
| 18 Oct 2021 | PURCHASE | ABERDEEN AUSTRALIA EQUITY FUND INC | 1,000 | 6.01 USD | |
| 18 Oct 2021 | PURCHASE | ALPINE GLOBAL DYNAMIC DIVIDEND FUND | 1,000 | 12.01 USD | |
| 18 Oct 2021 | PURCHASE | JAPAN EQUITY FUND INC | 1,000 | 9.31 USD | |
| 18 Oct 2021 | PURCHASE | ALPINE TOTAL DYNAMIC DIVIDEND FUND | 1,000 | 9.99 USD | |
| 18 Oct 2021 | PURCHASE | Avenue Income Credit Strategies Fund | 1,000 | 11.25 USD | |
| 18 Oct 2021 | PURCHASE | ABERDEEN ASIA-PACIFIC INCOME FUND INC | 1,000 | 4.21 USD | |
| 18 Oct 2021 | PURCHASE | ALPINE GLOBAL PREMIER PROPERTIES FUND | 1,000 | 6.48 USD | |
| 30 Sept 2021 | PURCHASE | Aberdeen Standard Global Infrastructure Income Fund | 1,000 | 20.38 USD | |
| 22 Apr 2019 | SALE | CITIGROUP INC | 30,000 | 69.33 USD | |
| 14 Feb 2019 | GRANT_AWARD | CITIGROUP INC | 52,860.9 | 0.00 USD | |
| 20 Jan 2019 | TAX_WITHHOLDING | CITIGROUP INC | 23,559.63 | 63.12 USD | |
| 20 Jan 2019 | GRANT_AWARD | CITIGROUP INC | 53,789.26 | 0.00 USD | deriv |
| 15 Feb 2018 | GRANT_AWARD | CITIGROUP INC | 40,300.91 | 0.00 USD | |
| 22 Jan 2018 | TAX_WITHHOLDING | CITIGROUP INC | 21,926.66 | 78.19 USD | |
| 22 Jan 2018 | GRANT_AWARD | CITIGROUP INC | 42,454.78 | 0.00 USD | deriv |
| 16 Feb 2017 | GRANT_AWARD | CITIGROUP INC | 43,344.21 | 0.00 USD | |
| 16 Feb 2017 | SALE | CITIGROUP INC | 90,000 | 60.10 USD | |
| 20 Jan 2017 | TAX_WITHHOLDING | CITIGROUP INC | 17,913.98 | 56.58 USD | |
| 20 Jan 2017 | GRANT_AWARD | CITIGROUP INC | 20,599.38 | 0.00 USD | deriv |
| 16 Nov 2016 | EXERCISE | CITIGROUP INC | 100,000 | 49.10 USD | |
| 16 Nov 2016 | TAX_WITHHOLDING | CITIGROUP INC | 94,940.61 | 55.45 USD | |
| 16 Nov 2016 | EXERCISE | CITIGROUP INC | 100,000 | 0.00 USD | deriv |
| 16 Feb 2016 | GRANT_AWARD | CITIGROUP INC | 64,775.12 | 0.00 USD | |
| 20 Jan 2016 | TAX_WITHHOLDING | CITIGROUP INC | 20,448.58 | 40.23 USD |