APWA
Atlas Private Wealth Advisors’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-38,493
| Closed | -$1.58M | – | 166 |
|
|
2023
Q3 | $1.58M | Buy |
38,493
+1,414
| +4% | +$58.2K | 0.3% | 58 |
|
|
2023
Q2 | $1.71M | Buy |
37,079
+11,587
| +45% | +$533K | 0.35% | 55 |
|
|
2023
Q1 | $1.2M | Buy |
25,492
+8,109
| +47% | +$380K | 0.55% | 33 |
|
|
2022
Q4 | $786K | Sell |
17,383
-193
| -1% | -$8.73K | 0.42% | 51 |
|
|
2022
Q3 | $732K | Buy |
17,576
+4,115
| +31% | +$171K | 0.44% | 54 |
|
|
2022
Q2 | $619K | Buy |
13,461
+336
| +3% | +$15.5K | 0.37% | 70 |
|
|
2022
Q1 | $701K | Buy |
13,125
+1,790
| +16% | +$95.6K | 0.31% | 71 |
|
|
2021
Q4 | $685K | Buy |
11,335
+228
| +2% | +$13.8K | 0.32% | 77 |
|
|
2021
Q3 | $779K | Buy |
11,107
+8,650
| +352% | +$607K | 0.41% | 55 |
|
|
2021
Q2 | $174K | Sell |
2,457
-645
| -21% | -$45.7K | 0.09% | 123 |
|
|
2021
Q1 | $226K | Sell |
3,102
-482
| -13% | -$35.1K | 0.13% | 105 |
|
|
2020
Q4 | $221K | Sell |
3,584
-897
| -20% | -$55.3K | 0.15% | 101 |
|
|
2020
Q3 | $193K | Sell |
4,481
-1,841
| -29% | -$79.3K | 0.16% | 103 |
|
|
2020
Q2 | $323K | Buy |
+6,322
| New | +$323K | 0.29% | 80 |
|