Compass Ion Advisors’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Hold |
3,297
| – | – | 0.03% | 242 |
|
|
2025
Q1 | $250K | Hold |
3,297
| – | – | 0.03% | 227 |
|
|
2024
Q4 | $270K | Hold |
3,297
| – | – | 0.03% | 218 |
|
|
2024
Q3 | $222K | Hold |
3,297
| – | – | 0.03% | 243 |
|
|
2024
Q2 | $259K | Hold |
3,297
| – | – | 0.04% | 200 |
|
|
2024
Q1 | $259K | Hold |
3,297
| – | – | 0.04% | 200 |
|
|
2023
Q4 | $206K | Sell |
3,297
-600
| -15% | -$37.6K | 0.03% | 218 |
|
|
2023
Q3 | $202K | Buy |
+3,897
| New | +$202K | 0.03% | 217 |
|