GWA
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Gratus Wealth Advisors’s Citigroup C Stock Holding History

Gratus Wealth Advisors’s Portfolio C Stock Details C Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-5,646
Closed -$290K – 135
2023
Q4 		$290K Buy
+5,646
New +$290K 0.06% 118