LWMI
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Legacy Wealth Management (Idaho)’s Citigroup C Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio C Stock Details C Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$38.2K Hold
449
– – 0.02% 174
2025
Q1 		$31.9K Hold
449
– – 0.02% 186
2024
Q4 		$36.7K Hold
449
– – 0.02% 144
2024
Q3 		$30.9K Buy
+449
New +$30.9K 0.02% 157