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New Insight Wealth Advisors’s Citigroup C Stock Holding History

New Insight Wealth Advisors’s Portfolio C Stock Details C Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-5,638
Closed -$357K – 85
2024
Q1 		$357K Sell
5,638
-4,790
-46% -$303K 0.22% 54
2023
Q4 		$536K Buy
+10,428
New +$536K 0.36% 42