CPA
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Clear Point Advisors’s Citigroup C Stock Holding History

Clear Point Advisors’s Portfolio C Stock Details C Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-234
Closed -$14.7K – 173
2024
Q3 		$14.7K Hold
234
– – 0.01% 302
2024
Q2 		$14.8K Hold
234
– – 0.01% 292
2024
Q1 		$14.8K Buy
234
+1
+0.4% +$63 0.01% 299
2023
Q4 		$12K Buy
+233
New +$12K 0.01% 303