SPW
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Sonoma Private Wealth’s Citigroup C Stock Holding History

Sonoma Private Wealth’s Portfolio C Stock Details C Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-6,911
Closed -$318K – 75
2023
Q2 		$318K Buy
+6,911
New +$318K 0.56% 59