Holistic Financial Partners’s Citigroup C Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-853	Closed	-$58K	–	84
2018 Q1	$58K	Buy	853 +67	+9%	+$4.56K	0.05%	174
2017 Q4	$58K	Buy	+786	New	+$58K	0.05%	181