Fortis Group Advisors’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62.7K | Hold |
875
| – | – | 0.01% | 236 |
|
|
2025
Q1 | $66.4K | Hold |
875
| – | – | 0.01% | 205 |
|
|
2024
Q4 | $71.6K | Hold |
875
| – | – | 0.01% | 202 |
|
|
2024
Q3 | $58.9K | Hold |
875
| – | – | 0.01% | 205 |
|
|
2024
Q2 | $64.8K | Hold |
875
| – | – | 0.01% | 195 |
|
|
2024
Q1 | $68.7K | Sell |
875
-875
| -50% | -$68.7K | 0.01% | 213 |
|
|
2023
Q4 | $110K | Buy |
1,750
+875
| +100% | +$54.8K | 0.03% | 138 |
|
|
2023
Q3 | $45.4K | Buy |
+875
| New | +$45.4K | 0.01% | 147 |
|
|
2020
Q3 | $20K | Buy |
+875
| New | +$20K | ﹤0.01% | 246 |
|