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Capital Performance Advisors’s Citigroup C Stock Holding History

Capital Performance Advisors’s Portfolio C Stock Details C Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$281K Sell
3,307
-2,398
-42% -$204K 0.06% 171
2025
Q1 		$405K Buy
+5,705
New +$405K 0.09% 127
2024
Q4 		– Sell
-2,278
Closed -$143K – 556
2024
Q3 		$143K Buy
+2,278
New +$143K 0.04% 145