Aigen Investment Management’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 |
-6,867
| Closed | -$430K | – | 700 |
|
2023
Q4 | $430K | Buy |
6,867
+2,642
| +63% | +$165K | 0.08% | 379 |
|
2023
Q3 | $219K | Sell |
4,225
-1,852
| -30% | -$96.1K | 0.04% | 643 |
|
2023
Q2 | $324K | Sell |
6,077
-923
| -13% | -$49.2K | 0.05% | 466 |
|
2023
Q1 | $346K | Buy |
7,000
+82
| +1% | +$4.06K | 0.05% | 398 |
|
2022
Q4 | $324K | Buy |
+6,918
| New | +$324K | 0.05% | 349 |
|
2020
Q2 | – | Sell |
-22,326
| Closed | -$467K | – | 873 |
|
2020
Q1 | $467K | Buy |
22,326
+6,743
| +43% | +$141K | 0.06% | 440 |
|
2019
Q4 | $420K | Buy |
+15,583
| New | +$420K | 0.07% | 365 |
|