AWM
Aevitas Wealth Management’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,348
| Closed | -$83K | – | 133 |
|
|
2019
Q1 | $83K | Buy |
1,348
+877
| +186% | +$54K | 0.07% | 147 |
|
|
2018
Q4 | $24K | Sell |
471
-2,346
| -83% | -$120K | 0.02% | 236 |
|
|
2018
Q3 | $202K | Buy |
2,817
+1
| +0% | +$72 | 0.18% | 101 |
|
|
2018
Q2 | $188K | Buy |
2,816
+1
| +0% | +$67 | 0.18% | 103 |
|
|
2018
Q1 | $190K | Buy |
2,815
+485
| +21% | +$32.7K | 0.19% | 100 |
|
|
2017
Q4 | $173K | Buy |
+2,330
| New | +$173K | 0.16% | 103 |
|