Cresset Asset 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 | – | Sell |
-5,436
| Closed | -$366K | – | 1719 |
|
|
2024
Q3 | $366K | Buy |
5,436
+147
| +3% | +$9.89K | ﹤0.01% | 1673 |
|
|
2024
Q2 | $392K | Sell |
5,289
-260
| -5% | -$19.3K | ﹤0.01% | 1538 |
|
|
2024
Q1 | $436K | Sell |
5,549
-475
| -8% | -$37.3K | ﹤0.01% | 1388 |
|
|
2023
Q4 | $377K | Buy |
6,024
+731
| +14% | +$45.8K | ﹤0.01% | 1355 |
|
|
2023
Q3 | $275K | Buy |
5,293
+787
| +17% | +$40.8K | ﹤0.01% | 1433 |
|
|
2023
Q2 | $240K | Buy |
+4,506
| New | +$240K | ﹤0.01% | 1503 |
|