Advisornet Financial’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.2K | Buy |
+240
| New | +$17.2K | ﹤0.01% | 1303 |
|
|
2024
Q1 | – | Sell |
-8
| Closed | -$501 | – | 2097 |
|
|
2023
Q4 | $501 | Buy |
8
+2
| +33% | +$125 | ﹤0.01% | 2105 |
|
|
2023
Q3 | $311 | Buy |
6
+1
| +20% | +$52 | ﹤0.01% | 2068 |
|
|
2023
Q2 | $266 | Buy |
5
+1
| +25% | +$53 | ﹤0.01% | 2173 |
|
|
2023
Q1 | $198 | Buy |
4
+1
| +33% | +$50 | ﹤0.01% | 2252 |
|
|
2022
Q4 | $141 | Buy |
+3
| New | +$141 | ﹤0.01% | 2249 |
|