BHZ Capital Management’s CB Financial Services CBFV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-19,553
| Closed | -$471K | – | 141 |
|
|
2021
Q4 | $471K | Sell |
19,553
-1,500
| -7% | -$36.1K | 0.16% | 95 |
|
|
2021
Q3 | $494K | Hold |
21,053
| – | – | 0.17% | 97 |
|
|
2021
Q2 | $466K | Sell |
21,053
-1,145
| -5% | -$25.3K | 0.17% | 98 |
|
|
2021
Q1 | $491K | Buy |
+22,198
| New | +$491K | 0.16% | 97 |
|
|
2019
Q4 | – | Sell |
-29,184
| Closed | -$810K | – | 149 |
|
|
2019
Q3 | $810K | Sell |
29,184
-2,318
| -7% | -$64.3K | 0.2% | 105 |
|
|
2019
Q2 | $748K | Hold |
31,502
| – | – | 0.18% | 103 |
|
|
2019
Q1 | $748K | Sell |
31,502
-7,225
| -19% | -$172K | 0.19% | 100 |
|
|
2018
Q4 | $960K | Buy |
+38,727
| New | +$960K | 0.25% | 91 |
|