PHWM
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Pine Harbor Wealth Management’s Citigroup C Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-11,325
Closed -$716K 98
2024
Q1
$716K Hold
11,325
0.45% 39
2023
Q4
$583K Buy
+11,325
New +$583K 0.44% 43