Icon Wealth Advisors’s Citigroup C Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
$286K Sell
6,315
-343
-5% -$15.5K 0.03% 258
2022
Q3
$277K Buy
+6,658
New +$277K 0.03% 253