Assured Investment Management’s CBIZ CBZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-12,350
Closed -$250K 173
2019
Q1
$250K Sell
12,350
-21,784
-64% -$441K ﹤0.01% 738
2018
Q4
$672K Buy
34,134
+16,100
+89% +$317K 0.02% 544
2018
Q3
$427K Sell
18,034
-244
-1% -$5.78K 0.01% 785
2018
Q2
$420K Buy
+18,278
New +$420K 0.01% 830