Kistler-Tiffany Companies’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-1,000
| Closed | -$27K | – | 671 |
|
2020
Q4 | $27K | Hold |
1,000
| – | – | 0.01% | 378 |
|
2020
Q3 | $23K | Hold |
1,000
| – | – | 0.01% | 370 |
|
2020
Q2 | $24K | Hold |
1,000
| – | – | 0.01% | 339 |
|
2020
Q1 | $27K | Hold |
1,000
| – | – | 0.01% | 325 |
|
2019
Q4 | $27K | Hold |
1,000
| – | – | 0.01% | 332 |
|
2019
Q3 | $24K | Hold |
1,000
| – | – | 0.01% | 341 |
|
2019
Q2 | $20K | Sell |
1,000
-500
| -33% | -$10K | 0.01% | 356 |
|
2019
Q1 | $30K | Sell |
1,500
-500
| -25% | -$10K | 0.01% | 304 |
|
2018
Q4 | $39K | Hold |
2,000
| – | – | 0.02% | 250 |
|
2018
Q3 | $47K | Hold |
2,000
| – | – | 0.02% | 262 |
|
2018
Q2 | $46K | Sell |
2,000
-1,000
| -33% | -$23K | 0.02% | 260 |
|
2018
Q1 | $55K | Hold |
3,000
| – | – | 0.02% | 257 |
|
2017
Q4 | $46K | Sell |
3,000
-2,000
| -40% | -$30.7K | 0.02% | 295 |
|
2017
Q3 | $81K | Hold |
5,000
| – | – | 0.03% | 222 |
|
2017
Q2 | $75K | Hold |
5,000
| – | – | 0.03% | 222 |
|
2017
Q1 | $68K | Hold |
5,000
| – | – | 0.03% | 221 |
|
2016
Q4 | $69K | Hold |
5,000
| – | – | 0.03% | 217 |
|
2016
Q3 | $56K | Hold |
5,000
| – | – | 0.03% | 241 |
|
2016
Q2 | $52K | Hold |
5,000
| – | – | 0.03% | 250 |
|
2016
Q1 | $50K | Hold |
5,000
| – | – | 0.03% | 243 |
|
2015
Q4 | $49K | Hold |
5,000
| – | – | 0.03% | 251 |
|
2015
Q3 | $49K | Hold |
5,000
| – | – | 0.03% | 254 |
|
2015
Q2 | $48K | Hold |
5,000
| – | – | 0.03% | 259 |
|
2015
Q1 | $47K | Hold |
5,000
| – | – | 0.03% | 239 |
|
2014
Q4 | $43K | Hold |
5,000
| – | – | 0.03% | 254 |
|
2014
Q3 | $39K | Hold |
5,000
| – | – | 0.03% | 264 |
|
2014
Q2 | $45K | Hold |
5,000
| – | – | 0.03% | 242 |
|
2014
Q1 | $46K | Hold |
5,000
| – | – | 0.03% | 234 |
|
2013
Q4 | $46K | Hold |
5,000
| – | – | 0.03% | 234 |
|
2013
Q3 | $37K | Hold |
5,000
| – | – | 0.03% | 265 |
|
2013
Q2 | $34K | Buy |
+5,000
| New | +$34K | 0.03% | 263 |
|