Capital Fund Management (CFM)’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-16,613
| Closed | -$348K | – | 590 |
|
|
2020
Q1 | $348K | Buy |
16,613
+1,713
| +11% | +$35.9K | 0.01% | 611 |
|
|
2019
Q4 | $402K | Buy |
14,900
+1,400
| +10% | +$37.8K | ﹤0.01% | 701 |
|
|
2019
Q3 | $317K | Sell |
13,500
-3,900
| -22% | -$91.6K | ﹤0.01% | 627 |
|
|
2019
Q2 | $341K | Sell |
17,400
-1,700
| -9% | -$33.3K | ﹤0.01% | 569 |
|
|
2019
Q1 | $387K | Buy |
19,100
+2,100
| +12% | +$42.6K | ﹤0.01% | 620 |
|
|
2018
Q4 | $335K | Buy |
17,000
+7,500
| +79% | +$148K | ﹤0.01% | 662 |
|
|
2018
Q3 | $225K | Buy |
+9,500
| New | +$225K | ﹤0.01% | 812 |
|
|
2016
Q2 | – | Sell |
-13,500
| Closed | -$136K | – | 870 |
|
|
2016
Q1 | $136K | Buy |
+13,500
| New | +$136K | ﹤0.01% | 805 |
|