Advocacy Wealth Management Services’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
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|
2018
Q4 | $98K | Hold |
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|
2018
Q3 | $118K | Hold |
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|
2018
Q2 | $115K | Sell |
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|
2018
Q1 | $128K | Sell |
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|
2017
Q4 | $355K | Sell |
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|
2017
Q3 | $488K | Hold |
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|
2017
Q2 | $450K | Sell |
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|
2017
Q1 | $474K | Sell |
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|
2016
Q4 | $548K | Hold |
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|
2016
Q3 | $448K | Hold |
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|
2016
Q2 | $416K | Sell |
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|
2016
Q1 | $414K | Hold |
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|
2015
Q4 | $404K | Buy |
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|
2013
Q3 | $8K | Hold |
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|
2013
Q2 | $7K | Buy |
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