RWB
RMR Wealth Builders’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $995K | Buy |
11,690
+485
| +4% | +$41.3K | 0.09% | 114 |
|
|
2025
Q1 | $795K | Sell |
11,205
-227
| -2% | -$16.1K | 0.08% | 120 |
|
|
2024
Q4 | $805K | Sell |
11,432
-160
| -1% | -$11.3K | 0.08% | 124 |
|
|
2024
Q3 | $726K | Buy |
11,592
+295
| +3% | +$18.5K | 0.08% | 122 |
|
|
2024
Q2 | $717K | Buy |
11,297
+611
| +6% | +$38.8K | 0.08% | 121 |
|
|
2024
Q1 | $676K | Buy |
10,686
+296
| +3% | +$18.7K | 0.08% | 124 |
|
|
2023
Q4 | $534K | Buy |
10,390
+37
| +0.4% | +$1.9K | 0.08% | 139 |
|
|
2023
Q3 | $426K | Sell |
10,353
-197
| -2% | -$8.1K | 0.07% | 151 |
|
|
2023
Q2 | $486K | Buy |
10,550
+37
| +0.4% | +$1.7K | 0.08% | 119 |
|
|
2023
Q1 | $493K | Sell |
10,513
-316
| -3% | -$14.8K | 0.09% | 108 |
|
|
2022
Q4 | $490K | Buy |
10,829
+115
| +1% | +$5.2K | 0.11% | 97 |
|
|
2022
Q3 | $446K | Buy |
10,714
+170
| +2% | +$7.08K | 0.11% | 102 |
|
|
2022
Q2 | $485K | Buy |
+10,544
| New | +$485K | 0.12% | 107 |
|
|
2021
Q4 | – | Sell |
-3,135
| Closed | -$220K | – | 133 |
|
|
2021
Q3 | $220K | Sell |
3,135
-95
| -3% | -$6.67K | 0.06% | 172 |
|
|
2021
Q2 | $229K | Sell |
3,230
-922
| -22% | -$65.4K | 0.08% | 158 |
|
|
2021
Q1 | $302K | Buy |
4,152
+953
| +30% | +$69.3K | 0.08% | 132 |
|
|
2020
Q4 | $197K | Sell |
3,199
-2,198
| -41% | -$135K | 0.1% | 152 |
|
|
2020
Q3 | $233K | Buy |
5,397
+2,045
| +61% | +$88.3K | 0.06% | 181 |
|
|
2020
Q2 | $171K | Buy |
+3,352
| New | +$171K | 0.15% | 126 |
|
|
2019
Q4 | $233K | Buy |
+2,912
| New | +$233K | 0.22% | 99 |
|