WealthShield Partners’s Citigroup C Stock Holding History

WealthShield Partners’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 Q3	$5.18M	Sell
2025 Q2	$4.38M	Buy
2025 Q1	$3.34M	Buy
2024 Q4	$2.91M	Buy
2024 Q3	$2.5M	Buy
2024 Q2	$1.85M	Buy
2022 Q1	–	Sell
2021 Q4	$291K	Buy
2021 Q3	–	Sell
2021 Q2	$60K	Buy
2021 Q1	$26K	Buy