Global Retirement Partners’s Citizens Financial Services CZFS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-31	Closed	-$2.3K	–	3228
2022 Q4	$2.3K	Hold	31	–	–	﹤0.01%	2304
2022 Q3	$2K	Sell	31 -21	-40%	-$1.36K	﹤0.01%	2215
2022 Q2	$4K	Buy	+52	New	+$4K	﹤0.01%	1944