Balentine LLC’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | – | Sell |
-520
| Closed | -$5K | – | 336 |
|
2015
Q4 | $5K | Sell |
520
-410
| -44% | -$3.94K | ﹤0.01% | 383 |
|
2015
Q3 | $9K | Hold |
930
| – | – | ﹤0.01% | 357 |
|
2015
Q2 | $9K | Sell |
930
-540
| -37% | -$5.23K | ﹤0.01% | 329 |
|
2015
Q1 | $14K | Buy |
+1,470
| New | +$14K | ﹤0.01% | 276 |
|