Aviso Wealth Management’s Citigroup C Stock Holding History

Aviso Wealth Management’s Portfolio C Stock Details C Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$589K	Buy
2025 Q1	$418K	Sell
2024 Q4	$430K	Sell
2024 Q3	$427K	Sell
2024 Q2	$672K	Sell
2024 Q1	$728K	Sell
2023 Q4	$633K	Buy