Carson Wealth (CWM LLC)’s Citizens Financial Services CZFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5K | Buy |
92
+4
| +5% | +$217 | ﹤0.01% | 4591 |
|
|
2025
Q1 | $5K | Buy |
88
+47
| +115% | +$2.67K | ﹤0.01% | 4428 |
|
|
2024
Q4 | $3K | Buy |
41
+8
| +24% | +$585 | ﹤0.01% | 4391 |
|
|
2024
Q3 | $2K | Buy |
33
+27
| +450% | +$1.64K | ﹤0.01% | 4371 |
|
|
2024
Q2 | $0 | Buy |
6
+4
| +200% | – | ﹤0.01% | 4643 |
|
|
2024
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 4381 |
|