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Amplius Wealth Advisors’s Citigroup C Stock Holding History

Amplius Wealth Advisors’s Portfolio C Stock Details C Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$294K Buy
+3,450
New +$294K 0.03% 155
2022
Q1 		– Sell
-2,989
Closed -$180K – 269
2021
Q4 		$180K Buy
+2,989
New +$180K 0.02% 192