Covestor’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 2236 |
|
|
2025
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 2249 |
|
|
2024
Q4 | $0 | Sell |
2
-373
| -99% | – | ﹤0.01% | 2263 |
|
|
2024
Q3 | $25K | Sell |
375
-244
| -39% | -$16.3K | 0.02% | 1133 |
|
|
2024
Q2 | $46K | Sell |
619
-88
| -12% | -$6.54K | 0.03% | 894 |
|
|
2024
Q1 | $56K | Buy |
707
+221
| +45% | +$17.5K | 0.04% | 837 |
|
|
2023
Q4 | $30K | Sell |
486
-664
| -58% | -$41K | 0.02% | 1047 |
|
|
2023
Q3 | $60K | Sell |
1,150
-4
| -0.3% | -$209 | 0.05% | 680 |
|
|
2023
Q2 | $62K | Buy |
1,154
+666
| +136% | +$35.8K | 0.05% | 682 |
|
|
2023
Q1 | $24K | Buy |
488
+174
| +55% | +$8.56K | 0.02% | 936 |
|
|
2022
Q4 | $15K | Buy |
314
+308
| +5,133% | +$14.7K | 0.01% | 1125 |
|
|
2022
Q3 | $0 | Sell |
6
-1
| -14% | – | ﹤0.01% | 2028 |
|
|
2022
Q2 | $0 | Sell |
7
-5
| -42% | – | ﹤0.01% | 1928 |
|
|
2022
Q1 | $1K | Sell |
12
-3
| -20% | -$250 | ﹤0.01% | 1738 |
|
|
2021
Q4 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 1667 |
|