CWM
Congress Wealth Management’s Citizens Community Bancorp CZWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Hold |
14,990
| – | – | ﹤0.01% | 1139 |
|
|
2025
Q1 | $216K | Hold |
14,990
| – | – | ﹤0.01% | 1020 |
|
|
2024
Q4 | $244K | Hold |
14,990
| – | – | ﹤0.01% | 809 |
|
|
2024
Q3 | $212K | Buy |
+14,990
| New | +$212K | ﹤0.01% | 807 |
|
|
2024
Q2 | – | Sell |
-14,990
| Closed | -$182K | – | 716 |
|
|
2024
Q1 | $182K | Hold |
14,990
| – | – | ﹤0.01% | 575 |
|
|
2023
Q4 | $176K | Hold |
14,990
| – | – | ﹤0.01% | 600 |
|
|
2023
Q3 | $144K | Hold |
14,990
| – | – | ﹤0.01% | 590 |
|
|
2023
Q2 | $133K | Hold |
14,990
| – | – | ﹤0.01% | 547 |
|
|
2023
Q1 | $159K | Hold |
14,990
| – | – | ﹤0.01% | 546 |
|
|
2022
Q4 | $180K | Sell |
14,990
-1
| -0% | -$12 | ﹤0.01% | 546 |
|
|
2022
Q3 | $182K | Hold |
14,991
| – | – | ﹤0.01% | 533 |
|
|
2022
Q2 | $207K | Hold |
14,991
| – | – | 0.01% | 531 |
|
|
2022
Q1 | $227K | Hold |
14,991
| – | – | 0.01% | 563 |
|
|
2021
Q4 | $206K | Buy |
+14,991
| New | +$206K | ﹤0.01% | 586 |
|