Prelude Capital Management’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-368
| Closed | -$7K | – | 1300 |
|
2019
Q1 | $7K | Buy |
+368
| New | +$7K | ﹤0.01% | 1194 |
|
2015
Q1 | – | Sell |
-2,643
| Closed | -$23K | – | 1862 |
|
2014
Q4 | $23K | Buy |
+2,643
| New | +$23K | ﹤0.01% | 1594 |
|
2014
Q2 | – | Sell |
-470
| Closed | -$4K | – | 1746 |
|
2014
Q1 | $4K | Sell |
470
-1,130
| -71% | -$9.62K | ﹤0.01% | 1607 |
|
2013
Q4 | $15K | Buy |
+1,600
| New | +$15K | ﹤0.01% | 1291 |
|