JFS Wealth Advisors’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $861 | Sell |
|
|||||
|
2025
Q1 | $987 | Hold |
|
|||||
|
2024
Q4 | $1.06K | Sell |
|
|||||
|
2024
Q3 | $1.21K | Buy |
|
|||||
|
2024
Q2 | $890 | Hold |
|
|||||
|
2024
Q1 | $942 | Hold |
|
|||||
|
2023
Q4 | $752 | Sell |
|
|||||
|
2023
Q3 | $675 | Buy |
|
|||||
|
2023
Q2 | $640 | Hold |
|
|||||
|
2023
Q1 | $594 | Buy |
|
|||||
|
2022
Q4 | $515 | Hold |
|
|||||
|
2022
Q3 | $0 | Buy |
|
|||||
|
2022
Q2 | $0 | Buy |
|