Advocacy Wealth Management Services’s Citigroup C Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-467	Closed	-$20K	–	50
2022 Q3	$20K	Hold	467	–	–	﹤0.01%	84
2022 Q2	$21K	Buy	467 +148	+46%	+$6.66K	﹤0.01%	84
2022 Q1	$17K	Hold	319	–	–	﹤0.01%	92
2021 Q4	$19K	Hold	319	–	–	﹤0.01%	97
2021 Q3	$22K	Hold	319	–	–	﹤0.01%	85
2021 Q2	$23K	Hold	319	–	–	﹤0.01%	101
2021 Q1	$23K	Sell	319 -67	-17%	-$4.83K	﹤0.01%	86
2020 Q4	$24K	Hold	386	–	–	﹤0.01%	79
2020 Q3	$17K	Sell	386 -139	-26%	-$6.12K	﹤0.01%	86
2020 Q2	$27K	Sell	525 -127	-19%	-$6.53K	0.01%	70
2020 Q1	$25K	Buy	652 +206	+46%	+$7.9K	0.01%	63
2019 Q4	$36K	Sell	446 -10	-2%	-$807	0.01%	60
2019 Q3	$32K	Hold	456	–	–	0.02%	59
2019 Q2	$32K	Hold	456	–	–	0.02%	55
2019 Q1	$29K	Hold	456	–	–	0.03%	55
2018 Q4	$24K	Buy	456 +88	+24%	+$4.63K	0.02%	74
2018 Q3	$26K	Hold	368	–	–	0.02%	74
2018 Q2	$25K	Hold	368	–	–	0.02%	69
2018 Q1	$25K	Hold	368	–	–	0.02%	71
2017 Q4	$27K	Buy	+368	New	+$27K	0.02%	82
2017 Q3	–	Sell	-368	Closed	-$25K	–	269
2017 Q2	$25K	Hold	368	–	–	0.01%	114
2017 Q1	$22K	Sell	368 -83	-18%	-$4.96K	0.01%	144
2016 Q4	$27K	Sell	451 -107	-19%	-$6.41K	0.01%	116
2016 Q3	$26K	Hold	558	–	–	0.01%	165
2016 Q2	$24K	Sell	558 -55	-9%	-$2.37K	0.01%	210
2016 Q1	$26K	Buy	613 +277	+82%	+$11.7K	0.02%	256
2015 Q4	$17K	Buy	+336	New	+$17K	0.02%	290
2013 Q3	$1K	Hold	30	–	–	﹤0.01%	281
2013 Q2	$1K	Buy	+30	New	+$1K	﹤0.01%	243