First National Trust’s Citizens Financial Services CZFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-5,169
| Closed | -$247K | – | 285 |
|
|
2020
Q2 | $247K | Sell |
5,169
-1,614
| -24% | -$77.1K | 0.02% | 265 |
|
|
2020
Q1 | $319K | Sell |
6,783
-3,464
| -34% | -$163K | 0.03% | 236 |
|
|
2019
Q4 | $606K | Hold |
10,247
| – | – | 0.05% | 207 |
|
|
2019
Q3 | $575K | Buy |
10,247
+101
| +1% | +$5.67K | 0.05% | 207 |
|
|
2019
Q2 | $590K | Sell |
10,146
-280
| -3% | -$16.3K | 0.06% | 212 |
|
|
2019
Q1 | $641K | Hold |
10,426
| – | – | 0.06% | 201 |
|
|
2018
Q4 | $557K | Hold |
10,426
| – | – | 0.06% | 206 |
|
|
2018
Q3 | $627K | Hold |
10,426
| – | – | 0.06% | 209 |
|
|
2018
Q2 | $631K | Sell |
10,426
-253
| -2% | -$15.3K | 0.07% | 207 |
|
|
2018
Q1 | $770K | Hold |
10,679
| – | – | 0.09% | 195 |
|
|
2017
Q4 | $647K | Hold |
10,679
| – | – | 0.07% | 205 |
|
|
2017
Q3 | $585K | Buy |
10,679
+507
| +5% | +$27.8K | 0.07% | 214 |
|
|
2017
Q2 | $733K | Hold |
10,172
| – | – | 0.09% | 201 |
|
|
2017
Q1 | $516K | Sell |
10,172
-101
| -1% | -$5.12K | 0.07% | 219 |
|
|
2016
Q4 | $523K | Buy |
+10,273
| New | +$523K | 0.07% | 213 |
|