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Copia Wealth Management’s Citigroup C Stock Holding History

Copia Wealth Management’s Portfolio C Stock Details C Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,701
Closed -$192K – 469
2025
Q1 		$192K Sell
2,701
-50
-2% -$3.55K 0.18% 89
2024
Q4 		$194K Buy
+2,751
New +$194K 0.18% 81