GW Henssler & Associates’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-9,982
| Closed | -$419K | – | 228 |
|
|
2022
Q1 | $419K | Hold |
9,982
| – | – | 0.03% | 140 |
|
|
2021
Q4 | $390K | Sell |
9,982
-1,383
| -12% | -$54K | 0.02% | 174 |
|
|
2021
Q3 | $368K | Hold |
11,365
| – | – | 0.03% | 102 |
|
|
2021
Q2 | $372K | Buy |
11,365
+3,216
| +39% | +$105K | 0.02% | 173 |
|
|
2021
Q1 | $266K | Hold |
8,149
| – | – | 0.02% | 194 |
|
|
2020
Q4 | $217K | Buy |
+8,149
| New | +$217K | 0.02% | 209 |
|