PFWA
Paces Ferry Wealth Advisors’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,619
| Closed | -$254K | – | 113 |
|
|
2021
Q3 | $254K | Sell |
3,619
-1
| -0% | -$70 | 0.2% | 98 |
|
|
2021
Q2 | $256K | Buy |
3,620
+3
| +0.1% | +$212 | 0.2% | 102 |
|
|
2021
Q1 | $263K | Buy |
+3,617
| New | +$263K | 0.23% | 94 |
|
|
2020
Q4 | – | Sell |
-6,471
| Closed | -$279K | – | 268 |
|
|
2020
Q3 | $279K | Buy |
+6,471
| New | +$279K | 0.24% | 78 |
|