AEPWM
Atlantic Edge Private Wealth Management’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.5K | Buy |
299
+25
| +9% | +$2.13K | 0.01% | 271 |
|
|
2025
Q1 | $19.5K | Hold |
274
| – | – | 0.01% | 285 |
|
|
2024
Q4 | $19.3K | Hold |
274
| – | – | 0.01% | 279 |
|
|
2024
Q3 | $17.2K | Hold |
274
| – | – | 0.01% | 287 |
|
|
2024
Q2 | $17.4K | Hold |
274
| – | – | 0.01% | 266 |
|
|
2024
Q1 | $17.3K | Buy |
274
+33
| +14% | +$2.09K | 0.01% | 263 |
|
|
2023
Q4 | $12.4K | Buy |
+241
| New | +$12.4K | 0.01% | 280 |
|