IWA
IVC Wealth Advisors’s Citizens & Northern Corp CZNC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Sell |
67,062
-6,825
| -9% | -$129K | 0.62% | 34 |
|
|
2025
Q1 | $1.49M | Sell |
73,887
-8,099
| -10% | -$163K | 0.8% | 26 |
|
|
2024
Q4 | $1.52M | Sell |
81,986
-17,920
| -18% | -$333K | 0.85% | 24 |
|
|
2024
Q3 | $1.97M | Sell |
99,906
-3,513
| -3% | -$69.2K | 1.08% | 18 |
|
|
2024
Q2 | $1.85M | Sell |
103,419
-3,113
| -3% | -$55.7K | 1.03% | 19 |
|
|
2024
Q1 | $2M | Sell |
106,532
-25,515
| -19% | -$479K | 1.15% | 16 |
|
|
2023
Q4 | $2.96M | Sell |
132,047
-5,143
| -4% | -$115K | 1.84% | 8 |
|
|
2023
Q3 | $2.41M | Sell |
137,190
-1,245
| -0.9% | -$21.9K | 1.61% | 7 |
|
|
2023
Q2 | $2.67M | Sell |
138,435
-1,774
| -1% | -$34.2K | 1.69% | 7 |
|
|
2023
Q1 | $3M | Sell |
140,209
-216
| -0.2% | -$4.62K | 2.12% | 5 |
|
|
2022
Q4 | $3.21M | Sell |
140,425
-1,837
| -1% | -$42K | 2.37% | 4 |
|
|
2022
Q3 | $3.44M | Sell |
142,262
-206
| -0.1% | -$4.98K | 2.77% | 4 |
|
|
2022
Q2 | $3.44M | Sell |
142,468
-213
| -0.1% | -$5.15K | 2.66% | 4 |
|
|
2022
Q1 | $3.48M | Sell |
142,681
-1,984
| -1% | -$48.4K | 2.29% | 6 |
|
|
2021
Q4 | $3.78M | Sell |
144,665
-4,417
| -3% | -$115K | 2.44% | 5 |
|
|
2021
Q3 | $3.77M | Sell |
149,082
-4,669
| -3% | -$118K | 2.6% | 5 |
|
|
2021
Q2 | $3.77M | Sell |
153,751
-3,999
| -3% | -$98K | 2.65% | 5 |
|
|
2021
Q1 | $3.75M | Sell |
157,750
-7,469
| -5% | -$178K | 2.95% | 5 |
|
|
2020
Q4 | $3.28M | Buy |
+165,219
| New | +$3.28M | 3.13% | 4 |
|