J.P. Morgan Private Wealth Advisors’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $367K | Sell |
7,075
-2
| -0% | -$104 | ﹤0.01% | 1371 |
|
|
2023
Q2 | $377K | Sell |
7,077
-26,550
| -79% | -$1.41M | ﹤0.01% | 1144 |
|
|
2023
Q1 | $1.66M | Buy |
33,627
+6,495
| +24% | +$321K | ﹤0.01% | 951 |
|
|
2022
Q4 | $1.27M | Buy |
27,132
+33
| +0.1% | +$1.55K | ﹤0.01% | 1033 |
|
|
2022
Q3 | $1.16M | Hold |
27,099
| – | – | ﹤0.01% | 1064 |
|
|
2022
Q2 | $1.08M | Sell |
27,099
-1,733
| -6% | -$69.3K | ﹤0.01% | 1107 |
|
|
2022
Q1 | $1.21M | Buy |
28,832
+211
| +0.7% | +$8.86K | ﹤0.01% | 1126 |
|
|
2021
Q4 | $1.12M | Buy |
28,621
+172
| +0.6% | +$6.73K | ﹤0.01% | 1185 |
|
|
2021
Q3 | $920K | Hold |
28,449
| – | – | ﹤0.01% | 1253 |
|
|
2021
Q2 | $932K | Buy |
28,449
+5,933
| +26% | +$194K | ﹤0.01% | 1232 |
|
|
2021
Q1 | $735K | Hold |
22,516
| – | – | ﹤0.01% | 1173 |
|
|
2020
Q4 | $599K | Sell |
22,516
-8,485
| -27% | -$226K | ﹤0.01% | 1218 |
|
|
2020
Q3 | $709K | Sell |
31,001
-1,368
| -4% | -$31.3K | ﹤0.01% | 1025 |
|
|
2020
Q2 | $776K | Sell |
32,369
-2,954
| -8% | -$70.8K | ﹤0.01% | 899 |
|
|
2020
Q1 | $739K | Buy |
35,323
+334
| +1% | +$6.99K | ﹤0.01% | 806 |
|
|
2019
Q4 | $943K | Buy |
34,989
+393
| +1% | +$10.6K | ﹤0.01% | 812 |
|
|
2019
Q3 | $813K | Sell |
34,596
-780
| -2% | -$18.3K | ﹤0.01% | 832 |
|
|
2019
Q2 | $693K | Sell |
35,376
-22,434
| -39% | -$439K | ﹤0.01% | 871 |
|
|
2019
Q1 | $1.17M | Buy |
57,810
+3,993
| +7% | +$80.8K | 0.01% | 741 |
|
|
2018
Q4 | $1.06M | Buy |
+53,817
| New | +$1.06M | 0.01% | 736 |
|
|
2015
Q4 | – | Sell |
-25,605
| Closed | -$251K | – | 1163 |
|
|
2015
Q3 | $251K | Hold |
25,605
| – | – | ﹤0.01% | 852 |
|
|
2015
Q2 | $247K | Sell |
25,605
-6,400
| -20% | -$61.7K | ﹤0.01% | 912 |
|
|
2015
Q1 | $299K | Sell |
32,005
-1,635
| -5% | -$15.3K | ﹤0.01% | 891 |
|
|
2014
Q4 | $288K | Sell |
33,640
-530
| -2% | -$4.54K | ﹤0.01% | 887 |
|
|
2014
Q3 | $269K | Hold |
34,170
| – | – | ﹤0.01% | 878 |
|
|
2014
Q2 | $309K | Buy |
34,170
+3,030
| +10% | +$27.4K | 0.01% | 707 |
|
|
2014
Q1 | $285K | Buy |
+31,140
| New | +$285K | 0.01% | 728 |
|