Ladenburg Thalmann Financial Services’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $4K | Sell |
147
-17
| -10% | -$463 | ﹤0.01% | 4842 |
|
|
2019
Q3 | $4K | Sell |
164
-96
| -37% | -$2.34K | ﹤0.01% | 4752 |
|
|
2019
Q2 | $5K | Sell |
260
-3,953
| -94% | -$76K | ﹤0.01% | 4699 |
|
|
2019
Q1 | $85K | Buy |
4,213
+49
| +1% | +$989 | ﹤0.01% | 2997 |
|
|
2018
Q4 | $82K | Sell |
4,164
-5,373
| -56% | -$106K | ﹤0.01% | 2894 |
|
|
2018
Q3 | $226K | Sell |
9,537
-11,727
| -55% | -$278K | ﹤0.01% | 2222 |
|
|
2018
Q2 | $388K | Hold |
21,264
| – | – | ﹤0.01% | 1744 |
|
|
2018
Q1 | $388K | Buy |
21,264
+10,735
| +102% | +$196K | ﹤0.01% | 1744 |
|
|
2017
Q4 | $162K | Buy |
10,529
+10,175
| +2,874% | +$157K | ﹤0.01% | 2365 |
|
|
2017
Q3 | $6K | Buy |
354
+220
| +164% | +$3.73K | ﹤0.01% | 4308 |
|
|
2017
Q2 | $2K | Buy |
+134
| New | +$2K | ﹤0.01% | 4575 |
|
|
2016
Q2 | – | Sell |
-68
| Closed | -$1K | – | 4743 |
|
|
2016
Q1 | $1K | Buy |
+68
| New | +$1K | ﹤0.01% | 4488 |
|
|
2015
Q1 | – | Sell |
-256
| Closed | -$2K | – | 4575 |
|
|
2014
Q4 | $2K | Buy |
+256
| New | +$2K | ﹤0.01% | 4027 |
|