Schubert & Co’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-18
| Closed | -$891 | – | 286 |
|
|
2023
Q1 | $891 | Hold |
18
| – | – | ﹤0.01% | 1238 |
|
|
2022
Q4 | $843 | Sell |
18
-2
| -10% | -$94 | ﹤0.01% | 1238 |
|
|
2022
Q3 | $1K | Buy |
20
+11
| +122% | +$550 | ﹤0.01% | 1031 |
|
|
2022
Q2 | $0 | Buy |
+9
| New | – | ﹤0.01% | 1453 |
|