IMA Advisory Services’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4
| Closed | – | – | 359 |
|
|
2022
Q3 | $0 | Buy |
+4
| New | – | ﹤0.01% | 337 |
|
|
2021
Q4 | – | Sell |
-2,000
| Closed | -$65K | – | 311 |
|
|
2021
Q3 | $65K | Hold |
2,000
| – | – | 0.02% | 154 |
|
|
2021
Q2 | $66K | Hold |
2,000
| – | – | 0.02% | 153 |
|
|
2021
Q1 | $65K | Hold |
2,000
| – | – | 0.02% | 150 |
|
|
2020
Q4 | $53K | Buy |
+2,000
| New | +$53K | 0.01% | 148 |
|