AWA
Alta Wealth Advisors’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $392K | Sell |
4,603
-978
| -18% | -$83.2K | 0.18% | 79 |
|
|
2025
Q1 | $396K | Buy |
+5,581
| New | +$396K | 0.18% | 94 |
|
|
2022
Q2 | – | Sell |
-27,340
| Closed | -$1.46M | – | 139 |
|
|
2022
Q1 | $1.46M | Buy |
+27,340
| New | +$1.46M | 0.87% | 30 |
|
|
2021
Q3 | – | Sell |
-4,047
| Closed | -$286K | – | 143 |
|
|
2021
Q2 | $286K | Sell |
4,047
-875
| -18% | -$61.8K | 0.21% | 125 |
|
|
2021
Q1 | $358K | Buy |
+4,922
| New | +$358K | 0.3% | 108 |
|