Creative Planning
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Creative Planning’s Citizens Community Bancorp CZWI Stock Holding History

Creative Planning’s Portfolio CZWI Stock Details CZWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-525
Closed -$7K – 2244
2017
Q2 		$7K Hold
525
– – ﹤0.01% 3760
2017
Q1 		$7K Hold
525
– – ﹤0.01% 3731
2016
Q4 		$7K Buy
+525
New +$7K ﹤0.01% 3678