Denver PWM’s Citigroup C Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-833	Closed	-$58.6K	–	94
2024 Q4	$58.6K	Sell	833 -98	-11%	-$6.9K	0.02%	98
2024 Q3	$58.3K	Sell	931 -1,098	-54%	-$68.7K	0.02%	111
2024 Q2	$129K	Buy	+2,029	New	+$129K	0.05%	73