Smallwood Wealth Investment Management’s Citigroup C Stock Holding History

Smallwood Wealth Investment Management’s Portfolio C Stock Details C Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$33.6K	Hold
2025 Q2	$28.2K	Hold
2025 Q1	$23.5K	Buy