VWA
Valued Wealth Advisors’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19K | Sell |
223
-75
| -25% | -$6.39K | 0.01% | 146 |
|
|
2025
Q1 | $21.1K | Buy |
298
+30
| +11% | +$2.13K | 0.01% | 152 |
|
|
2024
Q4 | $18.9K | Sell |
268
-32
| -11% | -$2.26K | 0.01% | 165 |
|
|
2024
Q3 | $18.8K | Buy |
300
+32
| +12% | +$2.01K | 0.01% | 153 |
|
|
2024
Q2 | $17K | Buy |
268
+25
| +10% | +$1.59K | 0.01% | 143 |
|
|
2024
Q1 | $15.4K | Buy |
243
+72
| +42% | +$4.56K | 0.01% | 146 |
|
|
2023
Q4 | $7.04K | Buy |
+171
| New | +$7.04K | 0.01% | 158 |
|