FineMark National Bank & Trust’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-7,500
| Closed | -$78K | – | 1322 |
|
|
2016
Q2 | $78K | Hold |
7,500
| – | – | 0.01% | 500 |
|
|
2016
Q1 | $76K | Hold |
7,500
| – | – | 0.01% | 478 |
|
|
2015
Q4 | $74K | Hold |
7,500
| – | – | 0.01% | 498 |
|
|
2015
Q3 | $74K | Hold |
7,500
| – | – | 0.01% | 526 |
|
|
2015
Q2 | $72K | Hold |
7,500
| – | – | 0.01% | 557 |
|
|
2015
Q1 | $70K | Buy |
+7,500
| New | +$70K | 0.01% | 575 |
|