Bogle 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 |
-26,419
| Closed | -$535K | – | 286 |
|
|
2019
Q1 | $535K | Buy |
26,419
+2,014
| +8% | +$40.8K | 0.04% | 236 |
|
|
2018
Q4 | $481K | Buy |
+24,405
| New | +$481K | 0.04% | 280 |
|
|
2018
Q2 | – | Sell |
-60,731
| Closed | -$1.11M | – | 289 |
|
|
2018
Q1 | $1.11M | Buy |
+60,731
| New | +$1.11M | 0.08% | 215 |
|