IWA
IVC Wealth Advisors’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Sell |
2,521
-433
| -15% | -$36.9K | 0.1% | 162 |
|
|
2025
Q1 | $210K | Sell |
2,954
-402
| -12% | -$28.5K | 0.11% | 155 |
|
|
2024
Q4 | $236K | Sell |
3,356
-69
| -2% | -$4.86K | 0.13% | 138 |
|
|
2024
Q3 | $214K | Buy |
3,425
+35
| +1% | +$2.19K | 0.12% | 154 |
|
|
2024
Q2 | $215K | Sell |
3,390
-8
| -0.2% | -$508 | 0.12% | 153 |
|
|
2024
Q1 | $215K | Buy |
+3,398
| New | +$215K | 0.12% | 151 |
|