AFW
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Avantra Family Wealth’s Citigroup C Stock Holding History

Avantra Family Wealth’s Portfolio C Stock Details C Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.85M Buy
21,773
+1,529
+8% +$130K 1.53% 13
2025
Q1 		$1.44M Sell
20,244
-37
-0.2% -$2.63K 1.38% 9
2024
Q4 		$1.43M Buy
+20,281
New +$1.43M 1.33% 12