JWA
JFS Wealth Advisors’s Citizens Financial Services CZFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,065
| Closed | -$151K | – | 2002 |
|
|
2024
Q1 | $151K | Sell |
3,065
-26,844
| -90% | -$1.32M | 0.01% | 267 |
|
|
2023
Q4 | $1.94M | Hold |
29,909
| – | – | 0.16% | 79 |
|
|
2023
Q3 | $1.43M | Hold |
29,909
| – | – | 0.14% | 92 |
|
|
2023
Q2 | $2.23M | Buy |
29,909
+295
| +1% | +$22K | 0.2% | 78 |
|
|
2023
Q1 | $2.47M | Hold |
29,614
| – | – | 0.23% | 69 |
|
|
2022
Q4 | $2.27M | Sell |
29,614
-680
| -2% | -$52.2K | 0.22% | 79 |
|
|
2022
Q3 | $2.13M | Hold |
30,294
| – | – | 0.23% | 77 |
|
|
2022
Q2 | $2.12M | Buy |
+30,294
| New | +$2.12M | 0.22% | 71 |
|