Cassady Schiller Wealth Management’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $40.9K | Hold |
500
| – | – | 0.02% | 221 |
|
|
2024
Q3 | $33.6K | Hold |
500
| – | – | 0.01% | 233 |
|
|
2024
Q2 | $37.1K | Hold |
500
| – | – | 0.02% | 224 |
|
|
2024
Q1 | $39.3K | Hold |
500
| – | – | 0.02% | 232 |
|
|
2023
Q4 | $31.3K | Hold |
500
| – | – | 0.02% | 239 |
|
|
2023
Q3 | $26K | Hold |
500
| – | – | 0.01% | 254 |
|
|
2023
Q2 | $26.6K | Hold |
500
| – | – | 0.01% | 260 |
|
|
2023
Q1 | $24.7K | Hold |
500
| – | – | 0.01% | 255 |
|
|
2022
Q4 | $23.4K | Buy |
+500
| New | +$23.4K | 0.01% | 258 |
|