New York Life Investment Management’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,569
| Closed | -$359K | – | 937 |
|
|
2024
Q1 | $359K | Sell |
4,569
-2,409
| -35% | -$189K | ﹤0.01% | 1237 |
|
|
2023
Q4 | $437K | Sell |
6,978
-216
| -3% | -$13.5K | ﹤0.01% | 934 |
|
|
2023
Q3 | $373K | Sell |
7,194
-1,134
| -14% | -$58.9K | ﹤0.01% | 950 |
|
|
2023
Q2 | $444K | Sell |
8,328
-1,258
| -13% | -$67K | ﹤0.01% | 830 |
|
|
2023
Q1 | $474K | Sell |
9,586
-3,930
| -29% | -$194K | 0.01% | 1015 |
|
|
2022
Q4 | $633K | Buy |
13,516
+1,450
| +12% | +$67.9K | 0.01% | 731 |
|
|
2022
Q3 | $516K | Buy |
12,066
+955
| +9% | +$40.8K | 0.01% | 717 |
|
|
2022
Q2 | $444K | Buy |
+11,111
| New | +$444K | 0.01% | 804 |
|