RWM
Ritholtz Wealth Management’s Citizens CIA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $80.5K | Sell |
23,079
-18,866
| -45% | -$65.8K | ﹤0.01% | 966 |
|
|
2025
Q1 | $191K | Sell |
41,945
-4,171
| -9% | -$19K | 0.01% | 876 |
|
|
2024
Q4 | $185K | Buy |
46,116
+2,901
| +7% | +$11.6K | 0.01% | 817 |
|
|
2024
Q3 | $156K | Buy |
43,215
+23,227
| +116% | +$84.1K | ﹤0.01% | 834 |
|
|
2024
Q2 | $54.4K | Buy |
+19,988
| New | +$54.4K | ﹤0.01% | 814 |
|
|
2024
Q1 | – | Sell |
-12,719
| Closed | -$34.2K | – | 794 |
|
|
2023
Q4 | $34.2K | Buy |
+12,719
| New | +$34.2K | ﹤0.01% | 752 |
|