JFS Wealth Advisors’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $861 | Sell |
12
-1
| -8% | -$72 | ﹤0.01% | 1603 |
|
|
2025
Q1 | $987 | Hold |
13
| – | – | ﹤0.01% | 1647 |
|
|
2024
Q4 | $1.06K | Sell |
13
-5
| -28% | -$409 | ﹤0.01% | 1661 |
|
|
2024
Q3 | $1.21K | Buy |
18
+6
| +50% | +$404 | ﹤0.01% | 1654 |
|
|
2024
Q2 | $890 | Hold |
12
| – | – | ﹤0.01% | 1691 |
|
|
2024
Q1 | $942 | Hold |
12
| – | – | ﹤0.01% | 1675 |
|
|
2023
Q4 | $752 | Sell |
12
-1
| -8% | -$63 | ﹤0.01% | 1711 |
|
|
2023
Q3 | $675 | Buy |
13
+1
| +8% | +$52 | ﹤0.01% | 1682 |
|
|
2023
Q2 | $640 | Hold |
12
| – | – | ﹤0.01% | 1711 |
|
|
2023
Q1 | $594 | Buy |
12
+1
| +9% | +$50 | ﹤0.01% | 1698 |
|
|
2022
Q4 | $515 | Hold |
11
| – | – | ﹤0.01% | 1729 |
|
|
2022
Q3 | $0 | Buy |
11
+4
| +57% | – | ﹤0.01% | 1752 |
|
|
2022
Q2 | $0 | Buy |
+7
| New | – | ﹤0.01% | 1764 |
|