RPWA
Regent Peak Wealth Advisors’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,285
| Closed | -$231K | – | 168 |
|
|
2021
Q3 | $231K | Buy |
3,285
+141
| +4% | +$9.92K | 0.07% | 153 |
|
|
2021
Q2 | $213K | Sell |
3,144
-1,098
| -26% | -$74.4K | 0.06% | 159 |
|
|
2021
Q1 | $308K | Buy |
4,242
+241
| +6% | +$17.5K | 0.1% | 118 |
|
|
2020
Q4 | $247K | Buy |
+4,001
| New | +$247K | 0.08% | 124 |
|
|
2020
Q1 | – | Sell |
-4,016
| Closed | -$320K | – | 116 |
|
|
2019
Q4 | $320K | Buy |
+4,016
| New | +$320K | 0.15% | 91 |
|