CWM
C2C Wealth Management’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,322
| Closed | -$246K | – | 234 |
|
|
2023
Q2 | $246K | Sell |
5,322
-242
| -4% | -$11.2K | 0.03% | 216 |
|
|
2023
Q1 | $261K | Buy |
5,564
+1,144
| +26% | +$53.7K | 0.04% | 206 |
|
|
2022
Q4 | $218K | Sell |
4,420
-125
| -3% | -$6.17K | 0.04% | 159 |
|
|
2022
Q3 | $202K | Sell |
4,545
-107
| -2% | -$4.76K | 0.04% | 163 |
|
|
2022
Q2 | $243K | Hold |
4,652
| – | – | 0.04% | 159 |
|
|
2022
Q1 | $249K | Buy |
4,652
+133
| +3% | +$7.12K | 0.04% | 168 |
|
|
2021
Q4 | $272K | Buy |
+4,519
| New | +$272K | 0.04% | 181 |
|