IronBridge Private Wealth’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-277
| Closed | -$11K | – | 72 |
|
|
2021
Q4 | $11K | Hold |
277
| – | – | 0.01% | 169 |
|
|
2021
Q3 | $9K | Hold |
277
| – | – | ﹤0.01% | 154 |
|
|
2021
Q2 | $9K | Hold |
277
| – | – | 0.01% | 156 |
|
|
2021
Q1 | $9K | Hold |
277
| – | – | 0.01% | 161 |
|
|
2020
Q4 | $7K | Buy |
+277
| New | +$7K | 0.01% | 159 |
|