CWM
Curi Wealth Management’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-274
| Closed | -$13K | – | 263 |
|
|
2022
Q2 | $13K | Sell |
274
-3
| -1% | -$142 | ﹤0.01% | 342 |
|
|
2022
Q1 | $14K | Sell |
277
-300
| -52% | -$15.2K | ﹤0.01% | 313 |
|
|
2021
Q4 | $34K | Buy |
+577
| New | +$34K | 0.01% | 202 |
|
|
2021
Q1 | – | Sell |
-42
| Closed | -$2K | – | 155 |
|
|
2020
Q4 | $2K | Buy |
+42
| New | +$2K | ﹤0.01% | 332 |
|