DPW
DiNuzzo Private Wealth’s CBIZ CBZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $359 | Sell |
5
-1
| -17% | -$72 | ﹤0.01% | 1157 |
|
|
2025
Q1 | $456 | Hold |
6
| – | – | ﹤0.01% | 1082 |
|
|
2024
Q4 | $491 | Hold |
6
| – | – | ﹤0.01% | 1088 |
|
|
2024
Q3 | $404 | Hold |
6
| – | – | ﹤0.01% | 1170 |
|
|
2024
Q2 | $445 | Buy |
6
+1
| +20% | +$74 | ﹤0.01% | 1072 |
|
|
2024
Q1 | $393 | Hold |
5
| – | – | ﹤0.01% | 1049 |
|
|
2023
Q4 | $313 | Buy |
+5
| New | +$313 | ﹤0.01% | 1119 |
|