EWA
Evolution Wealth Advisors’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Sell |
3,070
-44
| -1% | -$3.75K | 0.04% | 142 |
|
|
2025
Q1 | $221K | Buy |
3,114
+44
| +1% | +$3.12K | 0.04% | 136 |
|
|
2024
Q4 | $216K | Buy |
+3,070
| New | +$216K | 0.04% | 134 |
|
|
2021
Q4 | – | Sell |
-2,615
| Closed | -$184K | – | 229 |
|
|
2021
Q3 | $184K | Buy |
2,615
+150
| +6% | +$10.6K | 0.04% | 118 |
|
|
2021
Q2 | $174K | Buy |
2,465
+2,192
| +803% | +$155K | 0.04% | 128 |
|
|
2021
Q1 | $20K | Hold |
273
| – | – | ﹤0.01% | 293 |
|
|
2020
Q4 | $17K | Sell |
273
-2,325
| -89% | -$145K | ﹤0.01% | 281 |
|
|
2020
Q3 | $112K | Buy |
2,598
+2,325
| +852% | +$100K | 0.03% | 135 |
|
|
2020
Q2 | $14K | Sell |
273
-52,612
| -99% | -$2.7M | ﹤0.01% | 242 |
|
|
2020
Q1 | $2.23M | Buy |
52,885
+51,600
| +4,016% | +$2.17M | 0.9% | 27 |
|
|
2019
Q4 | $103K | Buy |
+1,285
| New | +$103K | 0.03% | 107 |
|
|
2019
Q3 | – | Sell |
-63,404
| Closed | -$4.44M | – | 493 |
|
|
2019
Q2 | $4.44M | Buy |
+63,404
| New | +$4.44M | 1.92% | 14 |
|
|
2019
Q1 | – | Sell |
-555
| Closed | -$29K | – | 107 |
|
|
2018
Q4 | $29K | Buy |
+555
| New | +$29K | 0.01% | 109 |
|