Impact Partnership Wealth’s Citigroup C Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-297
Closed -$18.8K 282
2024
Q1
$18.8K Sell
297
-342
-54% -$21.6K 0.01% 393
2023
Q4
$32.9K Sell
639
-2,724
-81% -$140K 0.01% 372
2023
Q3
$138K Buy
3,363
+2,942
+699% +$121K 0.04% 244
2023
Q2
$19.4K Buy
+421
New +$19.4K 0.01% 342