INVST’s Citigroup C Stock Holding History

INVST’s Portfolio C Stock Details C Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.08M	Buy
2024 Q1	–	Sell
2023 Q4	$775K	Sell
2023 Q3	$622K	Sell
2023 Q2	$792K	Sell
2023 Q1	$848K	Buy
2020 Q1	–	Sell
2019 Q4	$249K	Buy
2019 Q3	$206K	Buy
2019 Q2	$209K	Buy