Arax Advisory Partners’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.3K | Sell |
60
-9
| -13% | -$645 | ﹤0.01% | 2306 |
|
|
2025
Q1 | $5.24K | Sell |
69
-166
| -71% | -$12.6K | ﹤0.01% | 1758 |
|
|
2024
Q4 | $19.2K | Hold |
235
| – | – | ﹤0.01% | 1230 |
|
|
2024
Q3 | $15.8K | Sell |
235
-9
| -4% | -$606 | ﹤0.01% | 1182 |
|
|
2024
Q2 | $18.1K | Buy |
244
+225
| +1,184% | +$16.7K | ﹤0.01% | 1005 |
|
|
2024
Q1 | $1.49K | Sell |
19
-4
| -17% | -$314 | ﹤0.01% | 1092 |
|
|
2023
Q4 | $1.44K | Buy |
23
+5
| +28% | +$313 | ﹤0.01% | 1067 |
|
|
2023
Q3 | $935 | Hold |
18
| – | – | ﹤0.01% | 1147 |
|
|
2023
Q2 | $960 | Hold |
18
| – | – | ﹤0.01% | 1117 |
|
|
2023
Q1 | $891 | Buy |
+18
| New | +$891 | ﹤0.01% | 1121 |
|