MWM
Minot Wealth Management’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $391K | Buy |
8,492
+2,273
| +37% | +$105K | 0.1% | 125 |
|
|
2022
Q1 | $332K | Buy |
6,219
+119
| +2% | +$6.35K | 0.07% | 154 |
|
|
2021
Q4 | $368K | Sell |
6,100
-9
| -0.1% | -$543 | 0.07% | 146 |
|
|
2021
Q3 | $429K | Sell |
6,109
-411
| -6% | -$28.9K | 0.09% | 137 |
|
|
2021
Q2 | $446K | Buy |
+6,520
| New | +$446K | 0.1% | 131 |
|