MAWCM
Mine & Arao Wealth Creation & Management’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-303
| Closed | -$19.2K | – | 116 |
|
|
2024
Q1 | $19.2K | Hold |
303
| – | – | 0.01% | 183 |
|
|
2023
Q4 | $15.6K | Hold |
303
| – | – | 0.01% | 189 |
|
|
2023
Q3 | $12.5K | Sell |
303
-19
| -6% | -$781 | 0.01% | 196 |
|
|
2023
Q2 | $14.8K | Hold |
322
| – | – | 0.01% | 197 |
|
|
2023
Q1 | $15.1K | Hold |
322
| – | – | 0.01% | 202 |
|
|
2022
Q4 | $14.6K | Hold |
322
| – | – | 0.01% | 199 |
|
|
2022
Q3 | $13K | Buy |
322
+1
| +0.3% | +$40 | 0.01% | 206 |
|
|
2022
Q2 | $15K | Buy |
321
+3
| +0.9% | +$140 | 0.01% | 206 |
|
|
2022
Q1 | $17K | Hold |
318
| – | – | 0.01% | 206 |
|
|
2021
Q4 | $19K | Hold |
318
| – | – | 0.01% | 202 |
|
|
2021
Q3 | $22K | Hold |
318
| – | – | 0.01% | 199 |
|
|
2021
Q2 | $22K | Hold |
318
| – | – | 0.01% | 193 |
|
|
2021
Q1 | $23K | Hold |
318
| – | – | 0.02% | 179 |
|
|
2020
Q4 | $20K | Buy |
318
+1
| +0.3% | +$63 | 0.01% | 175 |
|
|
2020
Q3 | $14K | Buy |
317
+17
| +6% | +$751 | 0.01% | 179 |
|
|
2020
Q2 | $15K | Hold |
300
| – | – | 0.01% | 166 |
|
|
2020
Q1 | $13K | Hold |
300
| – | – | 0.02% | 163 |
|
|
2019
Q4 | $24K | Buy |
+300
| New | +$24K | 0.02% | 158 |
|