Advisory Services Network’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-100
| Closed | -$6.26K | – | 1799 |
|
|
2023
Q4 | $6.26K | Buy |
+100
| New | +$6.26K | ﹤0.01% | 3034 |
|
|
2023
Q2 | – | Sell |
-100
| Closed | -$4.95K | – | 1800 |
|
|
2023
Q1 | $4.95K | Hold |
100
| – | – | ﹤0.01% | 3154 |
|
|
2022
Q4 | $4.69K | Buy |
+100
| New | +$4.69K | ﹤0.01% | 3149 |
|
|
2021
Q3 | – | Sell |
-100
| Closed | -$3K | – | 1687 |
|
|
2021
Q2 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 3198 |
|
|
2021
Q1 | – | Sell |
-100
| Closed | -$3K | – | 1578 |
|
|
2020
Q4 | $3K | Sell |
100
-9
| -8% | -$270 | ﹤0.01% | 2855 |
|
|
2020
Q3 | $2K | Buy |
+109
| New | +$2K | ﹤0.01% | 3074 |
|