Aperio Group’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.79M | Sell |
67,262
-2,132
| -3% | -$56.7K | 0.01% | 1293 |
|
|
2020
Q3 | $1.59M | Buy |
69,394
+2,109
| +3% | +$48.2K | 0.01% | 1224 |
|
|
2020
Q2 | $1.61M | Buy |
67,285
+9,898
| +17% | +$237K | 0.01% | 1201 |
|
|
2020
Q1 | $1.2M | Buy |
57,387
+3,560
| +7% | +$74.5K | 0.01% | 1232 |
|
|
2019
Q4 | $1.45M | Sell |
53,827
-1,105
| -2% | -$29.8K | 0.01% | 1243 |
|
|
2019
Q3 | $1.29M | Sell |
54,932
-3,708
| -6% | -$87.1K | 0.01% | 1265 |
|
|
2019
Q2 | $1.15M | Sell |
58,640
-2,058
| -3% | -$40.3K | ﹤0.01% | 1340 |
|
|
2019
Q1 | $1.23M | Buy |
60,698
+3,603
| +6% | +$73K | 0.01% | 1267 |
|
|
2018
Q4 | $1.13M | Sell |
57,095
-8,326
| -13% | -$164K | 0.01% | 1246 |
|
|
2018
Q3 | $1.55M | Buy |
65,421
+18,035
| +38% | +$427K | 0.01% | 1167 |
|
|
2018
Q2 | $1.09M | Sell |
47,386
-1,269
| -3% | -$29.2K | 0.01% | 1333 |
|
|
2018
Q1 | $888K | Buy |
48,655
+591
| +1% | +$10.8K | ﹤0.01% | 1390 |
|
|
2017
Q4 | $743K | Buy |
48,064
+6,582
| +16% | +$102K | ﹤0.01% | 1489 |
|
|
2017
Q3 | $674K | Buy |
41,482
+1,387
| +3% | +$22.5K | ﹤0.01% | 1508 |
|
|
2017
Q2 | $601K | Buy |
40,095
+18,770
| +88% | +$281K | ﹤0.01% | 1539 |
|
|
2017
Q1 | $289K | Sell |
21,325
-18,007
| -46% | -$244K | ﹤0.01% | 1842 |
|
|
2016
Q4 | $539K | Buy |
39,332
+3,372
| +9% | +$46.2K | ﹤0.01% | 1464 |
|
|
2016
Q3 | $402K | Buy |
35,960
+3,561
| +11% | +$39.8K | ﹤0.01% | 1574 |
|
|
2016
Q2 | $337K | Sell |
32,399
-1,277
| -4% | -$13.3K | ﹤0.01% | 1606 |
|
|
2016
Q1 | $340K | Buy |
33,676
+3,861
| +13% | +$39K | ﹤0.01% | 1577 |
|
|
2015
Q4 | $294K | Buy |
29,815
+1,060
| +4% | +$10.5K | ﹤0.01% | 1627 |
|
|
2015
Q3 | $282K | Buy |
+28,755
| New | +$282K | ﹤0.01% | 1591 |
|