Chase Investment Counsel’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-32,845
| Closed | -$2.43M | – | 127 |
|
|
2024
Q2 | $2.43M | Buy |
32,845
+978
| +3% | +$72.4K | 0.86% | 44 |
|
|
2024
Q1 | $2.5M | Sell |
31,867
-958
| -3% | -$75.2K | 0.93% | 43 |
|
|
2023
Q4 | $2.05M | Buy |
32,825
+434
| +1% | +$27.2K | 0.91% | 42 |
|
|
2023
Q3 | $1.68M | Buy |
+32,391
| New | +$1.68M | 0.84% | 44 |
|