Northwestern Mutual Wealth Management’s Citizens Financial Services CZFS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-595
| Closed | -$37.7K | – | 3612 |
|
2023
Q4 | $37.7K | Hold |
595
| – | – | ﹤0.01% | 2169 |
|
2023
Q3 | $27.9K | Hold |
595
| – | – | ﹤0.01% | 2197 |
|
2023
Q2 | $43.4K | Sell |
595
-1
| -0.2% | -$73 | ﹤0.01% | 2034 |
|
2023
Q1 | $48.3K | Hold |
596
| – | – | ﹤0.01% | 1956 |
|
2022
Q4 | $44.3K | Hold |
596
| – | – | ﹤0.01% | 1955 |
|
2022
Q3 | $41K | Sell |
596
-113
| -16% | -$7.77K | ﹤0.01% | 1969 |
|
2022
Q2 | $48K | Buy |
+709
| New | +$48K | ﹤0.01% | 1927 |
|