Nisa Investment Advisors’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 | $114K | Sell |
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|
2025
Q2 | $156K | Buy |
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|
2025
Q1 | $162K | Sell |
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|
2024
Q4 | $182K | Buy |
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|
2024
Q3 | $114K | Sell |
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|
2024
Q2 | $161K | Buy |
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|
2024
Q1 | $168K | Buy |
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|
2023
Q4 | $132K | Sell |
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|
2023
Q3 | $135K | Hold |
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|
2023
Q2 | $139K | Sell |
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|
2023
Q1 | $133K | Hold |
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|
2022
Q4 | $126K | Hold |
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|
2022
Q3 | $133K | Sell |
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|
2022
Q2 | $118K | Buy |
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|
2022
Q1 | $103K | Sell |
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|
2021
Q4 | $100K | Hold |
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|
2021
Q3 | $84 | Hold |
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|
2021
Q2 | $85 | Buy |
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|
2021
Q1 | $69 | Hold |
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|
2020
Q4 | $56K | Buy |
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|
2020
Q3 | $39K | Buy |
|