InceptionR’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,830
| Closed | -$395K | – | 577 |
|
|
2024
Q4 | $395K | Buy |
+4,830
| New | +$395K | 0.09% | 391 |
|
|
2024
Q3 | – | Sell |
-6,199
| Closed | -$459K | – | 653 |
|
|
2024
Q2 | $459K | Buy |
6,199
+2,571
| +71% | +$191K | 0.13% | 303 |
|
|
2024
Q1 | $285K | Buy |
+3,628
| New | +$285K | 0.07% | 431 |
|
|
2023
Q4 | – | Sell |
-5,483
| Closed | -$285K | – | 371 |
|
|
2023
Q3 | $285K | Buy |
+5,483
| New | +$285K | 0.16% | 266 |
|
|
2023
Q2 | – | Sell |
-12,178
| Closed | -$603K | – | 432 |
|
|
2023
Q1 | $603K | Buy |
12,178
+1,675
| +16% | +$82.9K | 0.19% | 201 |
|
|
2022
Q4 | $492K | Buy |
+10,503
| New | +$492K | 0.26% | 169 |
|