MWM
Midwest Wealth Management’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $1.19M | Buy |
22,294
+1,605
| +8% | +$85.7K | 0.72% | 73 |
|
|
2021
Q4 | $1.25M | Buy |
20,689
+1,006
| +5% | +$60.7K | 0.78% | 69 |
|
|
2021
Q3 | $1.38M | Sell |
19,683
-2,240
| -10% | -$157K | 0.95% | 54 |
|
|
2021
Q2 | $1.55M | Buy |
21,923
+2,020
| +10% | +$143K | 1.11% | 41 |
|
|
2021
Q1 | $1.45M | Buy |
19,903
+1,175
| +6% | +$85.5K | 1.18% | 40 |
|
|
2020
Q4 | $1.16M | Buy |
+18,728
| New | +$1.16M | 1.06% | 40 |
|