Parallel 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 | $4.37K | Hold |
61
| – | – | ﹤0.01% | 2764 |
|
|
2025
Q1 | $4.63K | Hold |
61
| – | – | ﹤0.01% | 2696 |
|
|
2024
Q4 | $4.99K | Sell |
61
-15
| -20% | -$1.23K | ﹤0.01% | 2628 |
|
|
2024
Q3 | $5.11K | Buy |
76
+1
| +1% | +$67 | ﹤0.01% | 2590 |
|
|
2024
Q2 | $5.56K | Sell |
75
-92
| -55% | -$6.82K | ﹤0.01% | 2491 |
|
|
2024
Q1 | $13.1K | Buy |
167
+106
| +174% | +$8.32K | ﹤0.01% | 2186 |
|
|
2023
Q4 | $3.82K | Sell |
61
-38
| -38% | -$2.38K | ﹤0.01% | 2601 |
|
|
2023
Q3 | $5.14K | Hold |
99
| – | – | ﹤0.01% | 2493 |
|
|
2023
Q2 | $5.28K | Sell |
99
-7
| -7% | -$373 | ﹤0.01% | 2408 |
|
|
2023
Q1 | $5.25K | Sell |
106
-4
| -4% | -$198 | ﹤0.01% | 2394 |
|
|
2022
Q4 | $5.15K | Buy |
110
+11
| +11% | +$515 | ﹤0.01% | 2316 |
|
|
2022
Q3 | $4K | Hold |
99
| – | – | ﹤0.01% | 2347 |
|
|
2022
Q2 | $4K | Sell |
99
-54
| -35% | -$2.18K | ﹤0.01% | 2307 |
|
|
2022
Q1 | $6K | Sell |
153
-594
| -80% | -$23.3K | ﹤0.01% | 2203 |
|
|
2021
Q4 | $29K | Buy |
747
+56
| +8% | +$2.17K | ﹤0.01% | 1588 |
|
|
2021
Q3 | $22K | Buy |
691
+479
| +226% | +$15.3K | ﹤0.01% | 1662 |
|
|
2021
Q2 | $7K | Buy |
212
+188
| +783% | +$6.21K | ﹤0.01% | 2123 |
|
|
2021
Q1 | $1K | Buy |
24
+16
| +200% | +$667 | ﹤0.01% | 2567 |
|
|
2020
Q4 | $0 | Hold |
8
| – | – | ﹤0.01% | 2558 |
|
|
2020
Q3 | $0 | Hold |
8
| – | – | ﹤0.01% | 2544 |
|
|
2020
Q2 | $0 | Buy |
+8
| New | – | ﹤0.01% | 2458 |
|