GWM
Gitterman Wealth Management’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $72.4K | Sell |
850
-2,019
| -70% | -$172K | 0.02% | 266 |
|
|
2025
Q1 | $204K | Buy |
+2,869
| New | +$204K | 0.05% | 120 |
|
|
2022
Q2 | – | Sell |
-4,303
| Closed | -$230K | – | 76 |
|
|
2022
Q1 | $230K | Sell |
4,303
-2,442
| -36% | -$131K | 0.19% | 75 |
|
|
2021
Q4 | $407K | Buy |
6,745
+3,183
| +89% | +$192K | 0.3% | 40 |
|
|
2021
Q3 | $250K | Hold |
3,562
| – | – | 0.2% | 52 |
|
|
2021
Q2 | $252K | Sell |
3,562
-931
| -21% | -$65.9K | 0.2% | 47 |
|
|
2021
Q1 | $327K | Buy |
+4,493
| New | +$327K | 0.21% | 39 |
|