Capital Advisors Ltd’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 1144 |
|
2025
Q1 | $1K | Hold |
13
| – | – | ﹤0.01% | 1130 |
|
2024
Q4 | $1K | Hold |
13
| – | – | ﹤0.01% | 1155 |
|
2024
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 1157 |
|
2024
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 1142 |
|
2024
Q1 | $1K | Hold |
13
| – | – | ﹤0.01% | 1136 |
|
2023
Q4 | $1K | Hold |
13
| – | – | ﹤0.01% | 1103 |
|
2023
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 1090 |
|
2023
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 1102 |
|
2023
Q1 | $1K | Hold |
13
| – | – | ﹤0.01% | 998 |
|
2022
Q4 | $1K | Hold |
13
| – | – | ﹤0.01% | 960 |
|
2022
Q3 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 972 |
|