Disciplined Investments’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5
| Closed | -$266 | – | 334 |
|
|
2023
Q2 | $266 | Buy |
5
+1
| +25% | +$53 | ﹤0.01% | 1429 |
|
|
2023
Q1 | $198 | Hold |
4
| – | – | ﹤0.01% | 1482 |
|
|
2022
Q4 | $187 | Hold |
4
| – | – | ﹤0.01% | 1441 |
|
|
2022
Q3 | $0 | Buy |
4
+1
| +33% | – | ﹤0.01% | 1266 |
|
|
2022
Q2 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1294 |
|