Hillsdale Investment Management’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-80
| Closed | -$4.26K | – | 576 |
|
|
2023
Q2 | $4.26K | Sell |
80
-17,320
| -100% | -$923K | ﹤0.01% | 459 |
|
|
2023
Q1 | $861K | Hold |
17,400
| – | – | 0.07% | 194 |
|
|
2022
Q4 | $815K | Hold |
17,400
| – | – | 0.07% | 193 |
|
|
2022
Q3 | $744K | Buy |
+17,400
| New | +$744K | 0.07% | 217 |
|
|
2021
Q1 | – | Sell |
-34,900
| Closed | -$929K | – | 549 |
|
|
2020
Q4 | $929K | Sell |
34,900
-1,000
| -3% | -$26.6K | 0.09% | 236 |
|
|
2020
Q3 | $821K | Buy |
35,900
+5,300
| +17% | +$121K | 0.08% | 236 |
|
|
2020
Q2 | $733K | Sell |
30,600
-1,000
| -3% | -$24K | 0.07% | 253 |
|
|
2020
Q1 | $661K | Hold |
31,600
| – | – | 0.08% | 228 |
|
|
2019
Q4 | $852K | Buy |
+31,600
| New | +$852K | 0.07% | 236 |
|