Valley Wealth Managers’s Citigroup C Stock Holding History

Valley Wealth Managers’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 Q2	–	Sell
2025 Q1	$9.73K	Sell
2024 Q4	$12.5K	Hold
2024 Q3	$11.1K	Buy
2024 Q2	$2.54K	Buy
2023 Q4	–	Sell
2023 Q3	$35	Hold
2023 Q2	$38	Hold
2023 Q1	$38	Buy
2022 Q3	–	Sell
2022 Q2	$3K	Buy