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RFG - Bristol Wealth Advisors, LLC → CZWI
RFG - Bristol Wealth Advisors, LLC CZWI Position History
Citizens Community Bancorp, Inc. • Banking
Quarters held
5
Latest value
$2.2M
Q3 2026
Peak value
$2.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.4M |
| Q4 2025 | $1.7M |
| Q1 2026 | $2.1M |
| Q2 2026 | $2.4M |
| Q3 2026 | $2.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.2M | 102.2K | — | — |
| Q2 2026 | $2.4M | 104.3K | — | — |
| Q1 2026 | $2.1M | 103.7K | — | — |
| Q4 2025 | $1.7M | 93.0K | — | — |
| Q3 2025 | $1.4M | 89.0K | — | — |
Other funds holding CZWI
$3.1M
$3.1M