High Net Worth Advisory Group’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-450
| Closed | -$20.4K | – | 247 |
|
|
2022
Q4 | $20.4K | Sell |
450
-700
| -61% | -$31.7K | 0.01% | 438 |
|
|
2022
Q3 | $48K | Hold |
1,150
| – | – | 0.02% | 332 |
|
|
2022
Q2 | $53K | Sell |
1,150
-1,875
| -62% | -$86.4K | 0.02% | 314 |
|
|
2022
Q1 | $162K | Buy |
3,025
+915
| +43% | +$49K | 0.06% | 206 |
|
|
2021
Q4 | $127K | Buy |
+2,110
| New | +$127K | 0.04% | 225 |
|