MPW
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Monterey Private Wealth’s Citigroup C Stock Holding History

Monterey Private Wealth’s Portfolio C Stock Details C Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-3,769
Closed -$207K – 104
2022
Q1 		$207K Buy
+3,769
New +$207K 0.1% 119