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
Q3 | – | Sell |
-3,020
| Closed | -$217K | – | 1723 |
|
|
2025
Q2 | $217K | Hold |
3,020
| – | – | ﹤0.01% | 1525 |
|
|
2025
Q1 | $229K | Hold |
3,020
| – | – | ﹤0.01% | 1472 |
|
|
2024
Q4 | $247K | Hold |
3,020
| – | – | ﹤0.01% | 1463 |
|
|
2024
Q3 | $203K | Sell |
3,020
-700
| -19% | -$50.9K | ﹤0.01% | 1384 |
|
|
2024
Q2 | $276K | Hold |
3,720
| – | – | ﹤0.01% | 1197 |
|
|
2024
Q1 | $292K | Hold |
3,720
| – | – | ﹤0.01% | 1185 |
|
|
2023
Q4 | $233K | Buy |
+3,720
| New | +$210K | ﹤0.01% | 1264 |
|
|
2023
Q3 | – | Sell |
-4,670
| Closed | -$251K | – | 1486 |
|
|
2023
Q2 | $251K | Sell |
4,670
-13,613
| -74% | -$700K | ﹤0.01% | 1241 |
|
|
2023
Q1 | $905K | Buy |
18,283
+10,384
| +131% | +$500K | ﹤0.01% | 881 |
|
|
2022
Q4 | $370K | Sell |
7,899
-159
| -2% | -$7.56K | ﹤0.01% | 1022 |
|
|
2022
Q3 | $345K | Buy |
8,058
+1,501
| +23% | +$65.7K | ﹤0.01% | 1039 |
|
|
2022
Q2 | $262K | Sell |
6,557
-1,177
| -15% | -$47.6K | ﹤0.01% | 1151 |
|
|
2022
Q1 | $325K | Buy |
7,734
+85
| +1% | +$3.33K | ﹤0.01% | 1086 |
|
|
2021
Q4 | $299K | Sell |
7,649
-18
| -0.2% | -$671 | ﹤0.01% | 1150 |
|
|
2021
Q3 | $248K | Buy |
+7,667
| New | +$250K | ﹤0.01% | 1216 |
|
|
2021
Q1 | – | Sell |
-8,106
| Closed | -$216K | – | 1129 |
|
|
2020
Q4 | $216K | Sell |
8,106
-1,744
| -18% | -$42.9K | ﹤0.01% | 990 |
|
|
2020
Q3 | $225K | Sell |
9,850
-1,000
| -9% | -$23.7K | ﹤0.01% | 921 |
|
|
2020
Q2 | $260K | Hold |
10,850
| – | – | ﹤0.01% | 899 |
|
|
2020
Q1 | $227K | Hold |
10,850
| – | – | ﹤0.01% | 961 |
|
|
2019
Q4 | $293K | Sell |
10,850
-28,500
| -72% | -$742K | ﹤0.01% | 956 |
|
|
2019
Q3 | $925K | Sell |
39,350
-2,550
| -6% | -$57.3K | ﹤0.01% | 731 |
|
|
2019
Q2 | $821K | Sell |
41,900
-12,215
| -23% | -$245K | ﹤0.01% | 779 |
|
|
2019
Q1 | $1.09M | Hold |
54,115
| – | – | ﹤0.01% | 908 |
|
|
2018
Q4 | $1.07M | Buy |
54,115
+39,415
| +268% | +$842K | ﹤0.01% | 802 |
|
|
2018
Q3 | $348K | Buy |
+14,700
| New | +$340K | ﹤0.01% | 960 |
|
Other funds holding CBZ
DCP
BAM
PCP
