Crewe Advisors’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-77
| Closed | -$6.05K | – | 954 |
|
|
2024
Q1 | $6.05K | Hold |
77
| – | – | ﹤0.01% | 696 |
|
|
2023
Q4 | $4.82K | Buy |
+77
| New | +$4.82K | ﹤0.01% | 255 |
|
|
2022
Q4 | – | Sell |
-85
| Closed | -$4K | – | 1059 |
|
|
2022
Q3 | $4K | Hold |
85
| – | – | ﹤0.01% | 881 |
|
|
2022
Q2 | $3K | Buy |
+85
| New | +$3K | ﹤0.01% | 873 |
|