WAG
Wiser Advisor Group’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-485
| Closed | -$34.5K | – | 76 |
|
|
2025
Q1 | $34.5K | Buy |
485
+3
| +0.6% | +$213 | 0.05% | 114 |
|
|
2024
Q4 | $34K | Sell |
482
-36
| -7% | -$2.54K | 0.05% | 115 |
|
|
2024
Q3 | $32.4K | Sell |
518
-71
| -12% | -$4.45K | 0.05% | 123 |
|
|
2024
Q2 | $37.3K | Sell |
589
-92
| -14% | -$5.83K | 0.06% | 111 |
|
|
2024
Q1 | $43.3K | Sell |
681
-421
| -38% | -$26.8K | 0.07% | 102 |
|
|
2023
Q4 | $56.7K | Buy |
+1,102
| New | +$56.7K | 0.09% | 87 |
|