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Legacy Wealth Partners’s Citigroup C Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
-17,372
Closed -$1.26M 93
2021
Q1
$1.26M Buy
17,372
+786
+5% +$57.2K 0.74% 33
2020
Q4
$1.02M Buy
+16,586
New +$1.02M 0.64% 36