Surevest’s Citigroup C Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	$8K	Sell	194 -72	-27%	-$2.97K	﹤0.01%	294
2022 Q2	$12K	Buy	266 +15	+6%	+$677	﹤0.01%	297
2022 Q1	$13K	Hold	251	–	–	﹤0.01%	264
2021 Q4	$15K	Buy	+251	New	+$15K	﹤0.01%	259