Nisa Investment Advisors’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $156K | Buy |
2,180
+39
| +2% | +$2.8K | ﹤0.01% | 1283 |
|
|
2025
Q1 | $162K | Sell |
2,141
-86
| -4% | -$6.52K | ﹤0.01% | 1279 |
|
|
2024
Q4 | $182K | Buy |
2,227
+529
| +31% | +$43.3K | ﹤0.01% | 1320 |
|
|
2024
Q3 | $114K | Sell |
1,698
-477
| -22% | -$32.1K | ﹤0.01% | 1409 |
|
|
2024
Q2 | $161K | Buy |
2,175
+36
| +2% | +$2.67K | ﹤0.01% | 1364 |
|
|
2024
Q1 | $168K | Buy |
2,139
+38
| +2% | +$2.98K | ﹤0.01% | 1344 |
|
|
2023
Q4 | $132K | Sell |
2,101
-500
| -19% | -$31.3K | ﹤0.01% | 1378 |
|
|
2023
Q3 | $135K | Hold |
2,601
| – | – | ﹤0.01% | 1418 |
|
|
2023
Q2 | $139K | Sell |
2,601
-90
| -3% | -$4.8K | ﹤0.01% | 1421 |
|
|
2023
Q1 | $133K | Hold |
2,691
| – | – | ﹤0.01% | 1413 |
|
|
2022
Q4 | $126K | Hold |
2,691
| – | – | ﹤0.01% | 1481 |
|
|
2022
Q3 | $133K | Sell |
2,691
-269
| -9% | -$13.3K | ﹤0.01% | 1381 |
|
|
2022
Q2 | $118K | Buy |
2,960
+510
| +21% | +$20.3K | ﹤0.01% | 1451 |
|
|
2022
Q1 | $103K | Sell |
2,450
-150
| -6% | -$6.31K | ﹤0.01% | 1606 |
|
|
2021
Q4 | $100K | Hold |
2,600
| – | – | ﹤0.01% | 1519 |
|
|
2021
Q3 | $84 | Hold |
2,600
| – | – | ﹤0.01% | 1776 |
|
|
2021
Q2 | $85 | Buy |
2,600
+500
| +24% | +$16 | ﹤0.01% | 1771 |
|
|
2021
Q1 | $69 | Hold |
2,100
| – | – | ﹤0.01% | 1901 |
|
|
2020
Q4 | $56K | Buy |
2,100
+400
| +24% | +$10.7K | ﹤0.01% | 1969 |
|
|
2020
Q3 | $39K | Buy |
+1,700
| New | +$39K | ﹤0.01% | 1894 |
|