Beam Wealth Advisors’s Citizens Holding Co. CIZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-11,926
| Closed | -$125K | – | 107 |
|
|
2023
Q3 | $125K | Hold |
11,926
| – | – | 0.09% | 95 |
|
|
2023
Q2 | $146K | Sell |
11,926
-99
| -0.8% | -$1.21K | 0.1% | 104 |
|
|
2023
Q1 | $145K | Hold |
12,025
| – | – | 0.15% | 97 |
|
|
2022
Q4 | $165K | Hold |
12,025
| – | – | 0.17% | 100 |
|
|
2022
Q3 | $184K | Hold |
12,025
| – | – | 0.2% | 99 |
|
|
2022
Q2 | $217K | Hold |
12,025
| – | – | 0.24% | 96 |
|
|
2022
Q1 | $233K | Hold |
12,025
| – | – | 0.27% | 80 |
|
|
2021
Q4 | $225K | Hold |
12,025
| – | – | 0.26% | 81 |
|
|
2021
Q3 | $228K | Hold |
12,025
| – | – | 0.2% | 125 |
|
|
2021
Q2 | $222K | Hold |
12,025
| – | – | 0.19% | 125 |
|
|
2021
Q1 | $239K | Hold |
12,025
| – | – | 0.21% | 115 |
|
|
2020
Q4 | $252K | Hold |
12,025
| – | – | 0.24% | 102 |
|
|
2020
Q3 | $270K | Buy |
12,025
+5
| +0% | +$112 | 0.25% | 103 |
|
|
2020
Q2 | $293K | Sell |
12,020
-850
| -7% | -$20.7K | 0.29% | 97 |
|
|
2020
Q1 | $259K | Hold |
12,870
| – | – | 0.26% | 115 |
|
|
2019
Q4 | $282K | Buy |
+12,870
| New | +$282K | 0.26% | 113 |
|