SWMP
Signature Wealth Management Partners’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $230K | Sell |
2,698
-362
| -12% | -$30.8K | 0.13% | 97 |
|
|
2025
Q1 | $217K | Sell |
3,060
-140
| -4% | -$9.94K | 0.14% | 98 |
|
|
2024
Q4 | $225K | Hold |
3,200
| – | – | 0.15% | 94 |
|
|
2024
Q3 | $200K | Hold |
3,200
| – | – | 0.15% | 102 |
|
|
2024
Q2 | $203K | Buy |
+3,200
| New | +$203K | 0.15% | 98 |
|
|
2023
Q4 | – | Sell |
-9,495
| Closed | -$391K | – | 96 |
|
|
2023
Q3 | $391K | Sell |
9,495
-2,868
| -23% | -$118K | 0.38% | 57 |
|
|
2023
Q2 | $569K | Sell |
12,363
-913
| -7% | -$42K | 0.53% | 45 |
|
|
2023
Q1 | $622K | Buy |
13,276
+2,532
| +24% | +$119K | 0.58% | 47 |
|
|
2022
Q4 | $486K | Buy |
10,744
+572
| +6% | +$25.9K | 0.48% | 53 |
|
|
2022
Q3 | $424K | Buy |
10,172
+63
| +0.6% | +$2.63K | 0.47% | 56 |
|
|
2022
Q2 | $465K | Buy |
10,109
+1,057
| +12% | +$48.6K | 0.48% | 57 |
|
|
2022
Q1 | $483K | Buy |
+9,052
| New | +$483K | 0.41% | 62 |
|