SSWM
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Sheets Smith Wealth Management’s Citigroup C Stock Holding History

Sheets Smith Wealth Management’s Portfolio C Stock Details C Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$783K Buy
+9,200
New +$783K 0.09% 204
2017
Q2 		– Sell
-49,412
Closed -$2.96M – 295
2017
Q1 		$2.96M Buy
+49,412
New +$2.96M 0.78% 32