SWS
SYSTM Wealth Solutions’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,372
| Closed | -$341K | – | 175 |
|
|
2024
Q2 | $341K | Sell |
5,372
-21,640
| -80% | -$1.37M | 0.08% | 162 |
|
|
2024
Q1 | $1.71M | Sell |
27,012
-1,893
| -7% | -$120K | 0.22% | 136 |
|
|
2023
Q4 | $1.49M | Sell |
28,905
-143
| -0.5% | -$7.36K | 0.21% | 144 |
|
|
2023
Q3 | $1.19M | Sell |
29,048
-5,250
| -15% | -$216K | 0.18% | 153 |
|
|
2023
Q2 | $1.58M | Sell |
34,298
-109
| -0.3% | -$5.02K | 0.21% | 129 |
|
|
2023
Q1 | $1.61M | Sell |
34,407
-9,948
| -22% | -$466K | 0.25% | 105 |
|
|
2022
Q4 | $2.01M | Buy |
+44,355
| New | +$2.01M | 0.25% | 109 |
|