JWS
Juncture Wealth Strategies’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $453K | Hold |
5,324
| – | – | 0.16% | 76 |
|
|
2025
Q1 | $378K | Buy |
5,324
+326
| +7% | +$23.1K | 0.15% | 90 |
|
|
2024
Q4 | $352K | Buy |
4,998
+100
| +2% | +$7.04K | 0.13% | 94 |
|
|
2024
Q3 | $307K | Buy |
4,898
+1,200
| +32% | +$75.1K | 0.12% | 100 |
|
|
2024
Q2 | $235K | Buy |
+3,698
| New | +$235K | 0.1% | 98 |
|