Dean Investment Associates’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-230,753
| Closed | -$2.08M | – | 224 |
|
|
2014
Q2 | $2.08M | Buy |
230,753
+11,265
| +5% | +$102K | 0.48% | 77 |
|
|
2014
Q1 | $2.01M | Hold |
219,488
| – | – | 0.48% | 77 |
|
|
2013
Q4 | $2M | Sell |
219,488
-737
| -0.3% | -$6.72K | 0.48% | 71 |
|
|
2013
Q3 | $1.64M | Buy |
220,225
+20,505
| +10% | +$153K | 0.43% | 83 |
|
|
2013
Q2 | $1.34M | Buy |
+199,720
| New | +$1.34M | 0.38% | 87 |
|