Paloma Partners’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,755
| Closed | -$242K | – | 737 |
|
|
2022
Q1 | $242K | Buy |
5,755
+270
| +5% | +$11.4K | 0.01% | 964 |
|
|
2021
Q4 | $215K | Buy |
+5,485
| New | +$215K | ﹤0.01% | 1276 |
|
|
2021
Q2 | – | Sell |
-13,435
| Closed | -$439K | – | 1562 |
|
|
2021
Q1 | $439K | Buy |
+13,435
| New | +$439K | 0.01% | 1038 |
|
|
2020
Q1 | – | Sell |
-20,033
| Closed | -$540K | – | 1201 |
|
|
2019
Q4 | $540K | Buy |
+20,033
| New | +$540K | 0.01% | 1097 |
|
|
2014
Q1 | – | Sell |
-11,642
| Closed | -$106K | – | 663 |
|
|
2013
Q4 | $106K | Buy |
+11,642
| New | +$106K | 0.01% | 933 |
|