AWM
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Ameliora Wealth Management’s Citizens Financial Group CFG Stock Holding History

Ameliora Wealth Management’s Portfolio CFG Stock Details CFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$17.5K Sell
420
-210
-33% -$8.73K 0.01% 180
2025
Q1 		$27.6K Hold
630
– – 0.01% 175
2024
Q4 		$27.6K Buy
+630
New +$27.6K 0.01% 172