Avitas Wealth Management’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.61M | Buy |
22,907
+143
| +0.6% | +$10.1K | 0.22% | 105 |
|
|
2024
Q3 | $1.43M | Buy |
22,764
+332
| +1% | +$20.8K | 0.2% | 119 |
|
|
2024
Q2 | $1.42M | Buy |
22,432
+63
| +0.3% | +$4K | 0.21% | 113 |
|
|
2024
Q1 | $1.41M | Buy |
+22,369
| New | +$1.41M | 0.21% | 116 |
|
|
2020
Q4 | – | Sell |
-36,856
| Closed | -$1.59M | – | 210 |
|
|
2020
Q3 | $1.59M | Buy |
+36,856
| New | +$1.59M | 0.44% | 92 |
|