BHWA
Beacon Harbor Wealth Advisors’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-115,829
| Closed | -$8.15M | – | 78 |
|
|
2024
Q4 | $8.15M | Buy |
115,829
+2,808
| +2% | +$198K | 1.9% | 14 |
|
|
2024
Q3 | $7.08M | Buy |
113,021
+1,412
| +1% | +$88.4K | 1.68% | 23 |
|
|
2024
Q2 | $7.08M | Buy |
111,609
+893
| +0.8% | +$56.7K | 1.84% | 14 |
|
|
2024
Q1 | $7M | Buy |
+110,716
| New | +$7M | 1.85% | 13 |
|