First Capital Advisors Group’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $831K | Hold |
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|
2023
Q1 | $772K | Hold |
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|
2022
Q4 | $731K | Hold |
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|
2022
Q3 | $667K | Hold |
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|
2022
Q2 | $623K | Hold |
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|
2022
Q1 | $655K | Sell |
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|
2021
Q4 | $1.9M | Buy |
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|
2018
Q4 | $1.34M | Hold |
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|
2018
Q3 | $1.62M | Sell |
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|
2018
Q2 | $1.58M | Sell |
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|
2018
Q1 | $1.27M | Hold |
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|
2017
Q4 | $1.08M | Sell |
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|
2017
Q3 | $1.15M | Hold |
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|
2017
Q2 | $1.06M | Hold |
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|
2017
Q1 | $959K | Hold |
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|
2016
Q4 | $969K | Buy |
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