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CCG Wealth Management’s Citigroup C Stock Holding History

CCG Wealth Management’s Portfolio C Stock Details C Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-3,341
Closed -$243K – 89
2021
Q1 		$243K Sell
3,341
-5,921
-64% -$431K 0.24% 53
2020
Q4 		$571K Buy
+9,262
New +$571K 0.6% 30