Carson Wealth (CWM LLC)’s Citizens & Northern Corp CZNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22K | Buy |
1,152
+579
| +101% | +$11.1K | ﹤0.01% | 3840 |
|
|
2025
Q1 | $12K | Buy |
573
+309
| +117% | +$6.47K | ﹤0.01% | 3987 |
|
|
2024
Q4 | $5K | Sell |
264
-8
| -3% | -$152 | ﹤0.01% | 4181 |
|
|
2024
Q3 | $5K | Buy |
272
+202
| +289% | +$3.71K | ﹤0.01% | 4078 |
|
|
2024
Q2 | $1K | Buy |
70
+68
| +3,400% | +$971 | ﹤0.01% | 4348 |
|
|
2024
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 4382 |
|
|
2019
Q1 | – | Sell |
-40
| Closed | -$1K | – | 2955 |
|
|
2018
Q4 | $1K | Hold |
40
| – | – | ﹤0.01% | 1865 |
|
|
2018
Q3 | $1K | Hold |
40
| – | – | ﹤0.01% | 1639 |
|
|
2018
Q2 | $1K | Buy |
+40
| New | +$1K | ﹤0.01% | 1499 |
|