PWM
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PBMares Wealth Management’s Citigroup C Stock Holding History

PBMares Wealth Management’s Portfolio C Stock Details C Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-4,281
Closed -$219K – 109
2020
Q2 		$219K Buy
+4,281
New +$219K 0.33% 97
2020
Q1 		– Sell
-4,879
Closed -$390K – 111
2019
Q4 		$390K Buy
+4,879
New +$390K 0.46% 72