EverSource Wealth Advisors’s CBIZ CBZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51.8K | Buy |
722
+450
| +165% | +$32.3K | ﹤0.01% | 1585 |
|
|
2025
Q1 | $20.6K | Buy |
272
+28
| +11% | +$2.12K | ﹤0.01% | 1673 |
|
|
2024
Q4 | $20K | Buy |
244
+23
| +10% | +$1.88K | ﹤0.01% | 1622 |
|
|
2024
Q3 | $14.9K | Sell |
221
-19
| -8% | -$1.28K | ﹤0.01% | 1648 |
|
|
2024
Q2 | $16.7K | Buy |
240
+19
| +9% | +$1.32K | ﹤0.01% | 1598 |
|
|
2024
Q1 | $15.7K | Buy |
221
+22
| +11% | +$1.57K | ﹤0.01% | 1480 |
|
|
2023
Q4 | $12.5K | Buy |
199
+10
| +5% | +$626 | ﹤0.01% | 1463 |
|
|
2023
Q3 | $9.81K | Hold |
189
| – | – | ﹤0.01% | 1426 |
|
|
2023
Q2 | $10.1K | Hold |
189
| – | – | ﹤0.01% | 1432 |
|
|
2023
Q1 | $9.35K | Buy |
+189
| New | +$9.35K | ﹤0.01% | 1396 |
|