IndexIQ Advisors’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $415K | Sell |
9,880
-3,050
| -24% | -$128K | 0.01% | 484 |
|
|
2021
Q4 | $506K | Sell |
12,930
-836
| -6% | -$32.7K | 0.02% | 552 |
|
|
2021
Q3 | $445K | Buy |
13,766
+1,379
| +11% | +$44.6K | 0.01% | 680 |
|
|
2021
Q2 | $406K | Buy |
12,387
+132
| +1% | +$4.33K | 0.01% | 685 |
|
|
2021
Q1 | $400K | Buy |
12,255
+2,243
| +22% | +$73.2K | 0.01% | 705 |
|
|
2020
Q4 | $266K | Buy |
10,012
+1,034
| +12% | +$27.5K | 0.01% | 759 |
|
|
2020
Q3 | $205K | Buy |
8,978
+486
| +6% | +$11.1K | 0.01% | 624 |
|
|
2020
Q2 | $204K | Sell |
8,492
-485
| -5% | -$11.7K | 0.01% | 554 |
|
|
2020
Q1 | $188K | Sell |
8,977
-31,098
| -78% | -$651K | 0.01% | 475 |
|
|
2019
Q4 | $1.08M | Sell |
40,075
-12,720
| -24% | -$343K | 0.04% | 236 |
|
|
2019
Q3 | $1.24M | Sell |
52,795
-9,891
| -16% | -$232K | 0.04% | 255 |
|
|
2019
Q2 | $1.23M | Sell |
62,686
-15,487
| -20% | -$303K | 0.04% | 335 |
|
|
2019
Q1 | $1.58M | Sell |
78,173
-36,987
| -32% | -$749K | 0.05% | 285 |
|
|
2018
Q4 | $2.27M | Sell |
115,160
-9,401
| -8% | -$185K | 0.06% | 199 |
|
|
2018
Q3 | $2.95M | Buy |
124,561
+4,706
| +4% | +$112K | 0.1% | 183 |
|
|
2018
Q2 | $2.76M | Buy |
119,855
+10,584
| +10% | +$243K | 0.08% | 189 |
|
|
2018
Q1 | $1.99M | Buy |
109,271
+5,319
| +5% | +$97.1K | 0.06% | 351 |
|
|
2017
Q4 | $1.61M | Buy |
103,952
+39,986
| +63% | +$618K | 0.06% | 220 |
|
|
2017
Q3 | $1.04M | Buy |
63,966
+29,018
| +83% | +$471K | 0.04% | 213 |
|
|
2017
Q2 | $524K | Buy |
+34,948
| New | +$524K | 0.03% | 252 |
|