QWP
Quotient Wealth Partners’s Citigroup C Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $653K | Buy |
7,670
+1,811
| +31% | +$154K | 0.02% | 155 |
|
2025
Q1 | $416K | Buy |
5,859
+339
| +6% | +$24.1K | 0.01% | 201 |
|
2024
Q4 | $389K | Buy |
5,520
+353
| +7% | +$24.8K | 0.01% | 206 |
|
2024
Q3 | $323K | Sell |
5,167
-385
| -7% | -$24.1K | 0.01% | 237 |
|
2024
Q2 | $352K | Buy |
5,552
+1,048
| +23% | +$66.5K | 0.01% | 221 |
|
2024
Q1 | $285K | Buy |
+4,504
| New | +$285K | 0.01% | 237 |
|