WR Wealth Planners’s Citizens Financial Group CFG Stock Holding History

WR Wealth Planners’s Portfolio CFG Stock Details CFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$17.2K	Buy
2024 Q3	$10.4K	Buy
2024 Q2	$6.38K	Buy
2024 Q1	$3.92K	Buy
2023 Q3	–	Sell
2023 Q2	$3.13K	Sell
2023 Q1	$4.53K	Buy