PWA
Phoenix Wealth Advisors’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-389
| Closed | -$27K | – | 155 |
|
|
2021
Q3 | $27K | Sell |
389
-38
| -9% | -$2.64K | 0.02% | 238 |
|
|
2021
Q2 | $29K | Hold |
427
| – | – | 0.02% | 225 |
|
|
2021
Q1 | $31K | Sell |
427
-300
| -41% | -$21.8K | 0.02% | 221 |
|
|
2020
Q4 | $45K | Buy |
+727
| New | +$45K | 0.03% | 193 |
|