CWM
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Consultiva Wealth Management’s Citigroup C Stock Holding History

Consultiva Wealth Management’s Portfolio C Stock Details C Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$32.3K Hold
379
– – 0.1% 114
2025
Q1 		$26.9K Hold
379
– – 0.09% 131
2024
Q4 		$26.7K Buy
+379
New +$26.7K 0.13% 81