GoalVest Advisory’s Citigroup C Stock Holding History

GoalVest Advisory’s Portfolio C Stock Details C Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$25.4K	Hold
2025 Q2	$21.3K	Buy
2025 Q1	$213	Buy
2024 Q2	–	Sell
2024 Q1	$10.1K	Buy
2023 Q4	$3.6K	Hold
2023 Q3	$2.88K	Buy
2022 Q2	–	Sell
2022 Q1	$0	Buy
2021 Q2	$5K	Buy