Avior Wealth Management’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-76
| Closed | -$6.22K | – | 988 |
|
|
2024
Q4 | $6.22K | Sell |
76
-4
| -5% | -$327 | ﹤0.01% | 1787 |
|
|
2024
Q3 | $5.38K | Buy |
80
+2
| +3% | +$135 | ﹤0.01% | 1757 |
|
|
2024
Q2 | $5.78K | Buy |
78
+37
| +90% | +$2.74K | ﹤0.01% | 1682 |
|
|
2024
Q1 | $3.22K | Buy |
+41
| New | +$3.22K | ﹤0.01% | 2186 |
|