Mackenzie Financial’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 | $217K | Hold |
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|
2025
Q1 | $229K | Hold |
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|
2024
Q4 | $247K | Hold |
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|
2024
Q3 | $203K | Sell |
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|
2024
Q2 | $276K | Hold |
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|
2024
Q1 | $292K | Hold |
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|
2023
Q4 | $233K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $251K | Sell |
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|
2023
Q1 | $905K | Buy |
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|
2022
Q4 | $370K | Sell |
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|
2022
Q3 | $345K | Buy |
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|
2022
Q2 | $262K | Sell |
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|
2022
Q1 | $325K | Buy |
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|
2021
Q4 | $299K | Sell |
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|
2021
Q3 | $248K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $216K | Sell |
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|
2020
Q3 | $225K | Sell |
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|
2020
Q2 | $260K | Hold |
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|
2020
Q1 | $227K | Hold |
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|
2019
Q4 | $293K | Sell |
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|
2019
Q3 | $925K | Sell |
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|
2019
Q2 | $821K | Sell |
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|
2019
Q1 | $1.09M | Hold |
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|
2018
Q4 | $1.07M | Buy |
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|
2018
Q3 | $348K | Buy |
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