Berman Capital Advisors’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $8K | Buy |
275
+6
| +2% | +$175 | ﹤0.01% | 1244 |
|
|
2021
Q2 | $8K | Buy |
269
+174
| +183% | +$5.18K | ﹤0.01% | 1186 |
|
|
2021
Q1 | $3K | Buy |
+95
| New | +$3K | ﹤0.01% | 1399 |
|
|
2020
Q3 | – | Sell |
-45
| Closed | -$1K | – | 1612 |
|
|
2020
Q2 | $1K | Hold |
45
| – | – | ﹤0.01% | 1386 |
|
|
2020
Q1 | $0 | Hold |
45
| – | – | ﹤0.01% | 1486 |
|
|
2019
Q4 | $1K | Hold |
45
| – | – | ﹤0.01% | 1301 |
|
|
2019
Q3 | $1K | Hold |
45
| – | – | ﹤0.01% | 1292 |
|
|
2019
Q2 | $0 | Buy |
+45
| New | – | ﹤0.01% | 1477 |
|