Edgestream Partners’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 |
-105,842
| Closed | -$7.12M | – | 875 |
|
|
2024
Q3 | $7.12M | Buy |
105,842
+20,906
| +25% | +$1.41M | 0.31% | 56 |
|
|
2024
Q2 | $6.29M | Buy |
+84,936
| New | +$6.29M | 0.3% | 67 |
|
|
2023
Q4 | – | Sell |
-14,136
| Closed | -$734K | – | 851 |
|
|
2023
Q3 | $734K | Sell |
14,136
-29,254
| -67% | -$1.52M | 0.06% | 493 |
|
|
2023
Q2 | $2.31M | Buy |
+43,390
| New | +$2.31M | 0.21% | 144 |
|