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RFG - Bristol Wealth Advisors’s Citizens Community Bancorp CZWI Stock Holding History

RFG - Bristol Wealth Advisors’s Portfolio CZWI Stock Details CZWI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.23M Sell
88,950
-1,535
-2% -$21.2K 0.38% 61
2025
Q1 		$1.3M Buy
90,485
+1,515
+2% +$21.8K 0.44% 50
2024
Q4 		$1.45M Buy
+88,970
New +$1.45M 0.48% 50