Rothschild Investment LLC’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.3K | Buy |
60
+5
| +9% | +$359 | ﹤0.01% | 1589 |
|
|
2025
Q1 | $4.17K | Sell |
55
-5
| -8% | -$379 | ﹤0.01% | 1527 |
|
|
2024
Q4 | $4.91K | Buy |
60
+40
| +200% | +$3.27K | ﹤0.01% | 1348 |
|
|
2024
Q3 | $1.35K | Buy |
20
+15
| +300% | +$1.01K | ﹤0.01% | 1957 |
|
|
2024
Q2 | $371 | Hold |
5
| – | – | ﹤0.01% | 2192 |
|
|
2024
Q1 | $393 | Buy |
+5
| New | +$393 | ﹤0.01% | 1451 |
|