DWM
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Defined Wealth Management’s Citigroup C Stock Holding History

Defined Wealth Management’s Portfolio C Stock Details C Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-197
Closed -$12K – 111
2020
Q4 		$12K Buy
+197
New +$12K 0.01% 173