First Trust Advisors’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $4.56M | Buy |
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|
2024
Q4 | $1.48M | Sell |
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|
2024
Q3 | $3.47M | Sell |
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|
2024
Q2 | $4.54M | Sell |
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|
2024
Q1 | $5.16M | Buy |
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|
2023
Q4 | $3.94M | Sell |
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|
2023
Q3 | $3.79M | Buy |
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|
2023
Q2 | $3.77M | Sell |
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|
2023
Q1 | $3.7M | Sell |
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|
2022
Q4 | $4.17M | Sell |
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|
2022
Q3 | $4.12M | Sell |
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|
2022
Q2 | $4.41M | Buy |
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|
2022
Q1 | $1.72M | Sell |
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|
2021
Q4 | $1.79M | Sell |
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|
2021
Q3 | $2.44M | Sell |
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|
2021
Q2 | $2.73M | Sell |
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|
2021
Q1 | $2.85M | Buy |
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|
2020
Q4 | $1.35M | Sell |
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|
2020
Q3 | $1.52M | Sell |
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|
2020
Q2 | $1.64M | Buy |
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|
2020
Q1 | $594K | Sell |
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|
2019
Q4 | $888K | Sell |
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|
2019
Q3 | $1.55M | Buy |
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|
2019
Q2 | $934K | Sell |
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|
2019
Q1 | $2.94M | Sell |
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|
2018
Q4 | $3.21M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $655K | Sell |
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|
2017
Q1 | $602K | Sell |
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|
2016
Q4 | $828K | Buy |
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|
2016
Q3 | $325K | Buy |
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|
2016
Q2 | $266K | Sell |
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|
2016
Q1 | $273K | Sell |
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|
2015
Q4 | $275K | Sell |
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|
2015
Q3 | $280K | Buy |
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|
2015
Q2 | $215K | Buy |
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|
2015
Q1 | $208K | Buy |
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|
2014
Q4 | $191K | Sell |
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|
2014
Q3 | $192K | Buy |
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|
2014
Q2 | $208K | Sell |
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|
2014
Q1 | $305K | Buy |
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|
2013
Q4 | $284K | Sell |
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|
2013
Q3 | $409K | Sell |
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|
2013
Q2 | $428K | Buy |
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