MWM
Melfa Wealth Management’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Hold |
16,466
| – | – | 0.89% | 26 |
|
|
2025
Q1 | $1.17M | Sell |
16,466
-29
| -0.2% | -$2.06K | 0.79% | 31 |
|
|
2024
Q4 | $1.16M | Hold |
16,495
| – | – | 0.78% | 33 |
|
|
2024
Q3 | $1.03M | Hold |
16,495
| – | – | 0.68% | 41 |
|
|
2024
Q2 | $1.05M | Sell |
16,495
-150
| -0.9% | -$9.52K | 0.73% | 36 |
|
|
2024
Q1 | $1.05M | Buy |
+16,645
| New | +$1.05M | 0.76% | 35 |
|