Advisor Group’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $30K | Sell |
1,130
-212
| -16% | -$5.63K | ﹤0.01% | 3718 |
|
|
2019
Q3 | $32K | Sell |
1,342
-21
| -2% | -$501 | ﹤0.01% | 3680 |
|
|
2019
Q2 | $27K | Sell |
1,363
-27,184
| -95% | -$538K | ﹤0.01% | 3760 |
|
|
2019
Q1 | $577K | Buy |
28,547
+28,528
| +150,147% | +$577K | ﹤0.01% | 1485 |
|
|
2018
Q4 | $0 | Hold |
19
| – | – | ﹤0.01% | 5086 |
|
|
2018
Q3 | $0 | Hold |
19
| – | – | ﹤0.01% | 5095 |
|
|
2018
Q2 | $0 | Hold |
19
| – | – | ﹤0.01% | 4915 |
|
|
2018
Q1 | $0 | Sell |
19
-162
| -90% | – | ﹤0.01% | 4939 |
|
|
2017
Q4 | $3K | Buy |
181
+162
| +853% | +$2.69K | ﹤0.01% | 4553 |
|
|
2017
Q3 | $0 | Buy |
+19
| New | – | ﹤0.01% | 4832 |
|