TA
TruWealth Advisors’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-7,833
| Closed | -$473K | – | 125 |
|
|
2021
Q4 | $473K | Sell |
7,833
-705
| -8% | -$42.6K | 0.05% | 78 |
|
|
2021
Q3 | $599K | Sell |
8,538
-71
| -0.8% | -$4.98K | 0.07% | 72 |
|
|
2021
Q2 | $609K | Sell |
8,609
-1,003
| -10% | -$71K | 0.07% | 70 |
|
|
2021
Q1 | $699K | Sell |
9,612
-1,042
| -10% | -$75.8K | 0.09% | 65 |
|
|
2020
Q4 | $657K | Buy |
+10,654
| New | +$657K | 0.1% | 66 |
|