Harvest Investment Services’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,498
| Closed | -$482K | – | 229 |
|
|
2024
Q2 | $482K | Buy |
+6,498
| New | +$482K | 0.19% | 113 |
|
|
2023
Q3 | – | Sell |
-10,880
| Closed | -$580K | – | 148 |
|
|
2023
Q2 | $580K | Sell |
10,880
-2,596
| -19% | -$138K | 0.33% | 89 |
|
|
2023
Q1 | $667K | Buy |
13,476
+780
| +6% | +$38.6K | 0.52% | 55 |
|
|
2022
Q4 | $595K | Buy |
+12,696
| New | +$595K | 0.64% | 53 |
|