Simplex Trading’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9K | Sell |
130
-106
| -45% | -$7.34K | ﹤0.01% | 1890 |
|
|
2025
Q1 | $17K | Buy |
+236
| New | +$17K | ﹤0.01% | 1611 |
|
|
2024
Q4 | – | Sell |
-9
| Closed | – | – | 2611 |
|
|
2024
Q3 | $0 | Buy |
+9
| New | – | ﹤0.01% | 2463 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 2576 |
|
|
2024
Q1 | – | Sell |
-79
| Closed | -$4K | – | 2529 |
|
|
2023
Q4 | $4K | Sell |
79
-225
| -74% | -$11.4K | ﹤0.01% | 2012 |
|
|
2023
Q3 | $15K | Buy |
+304
| New | +$15K | ﹤0.01% | 1545 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 2559 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 2497 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 2679 |
|
|
2022
Q3 | – | Sell |
-232
| Closed | -$9K | – | 2864 |
|
|
2022
Q2 | $9K | Buy |
+232
| New | +$9K | ﹤0.01% | 1986 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 3014 |
|
|
2021
Q4 | – | Sell |
-383
| Closed | -$12K | – | 3116 |
|
|
2021
Q3 | $12K | Hold |
383
| – | – | ﹤0.01% | 2375 |
|
|
2021
Q2 | $12K | Sell |
383
-697
| -65% | -$21.8K | ﹤0.01% | 2413 |
|
|
2021
Q1 | $35K | Buy |
+1,080
| New | +$35K | ﹤0.01% | 1839 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 2433 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 2226 |
|
|
2020
Q2 | – | Sell |
-575
| Closed | -$12K | – | 2129 |
|
|
2020
Q1 | $12K | Buy |
+575
| New | +$12K | ﹤0.01% | 1594 |
|
|
2019
Q3 | – | Sell |
-89
| Closed | -$1K | – | 1980 |
|
|
2019
Q2 | $1K | Sell |
89
-11
| -11% | -$124 | ﹤0.01% | 1674 |
|
|
2019
Q1 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 1644 |
|
|
2018
Q4 | – | Sell |
-2,813
| Closed | -$66K | – | 2007 |
|
|
2018
Q3 | $66K | Buy |
2,813
+1,819
| +183% | +$42.7K | ﹤0.01% | 1169 |
|
|
2018
Q2 | $22K | Buy |
+994
| New | +$22K | ﹤0.01% | 1502 |
|
|
2018
Q1 | – | Sell |
-430
| Closed | -$6K | – | 2072 |
|
|
2017
Q4 | $6K | Buy |
+430
| New | +$6K | ﹤0.01% | 1656 |
|
|
2017
Q2 | – | Sell |
-298
| Closed | -$4K | – | 1965 |
|
|
2017
Q1 | $4K | Sell |
298
-2,688
| -90% | -$36.1K | ﹤0.01% | 1608 |
|
|
2016
Q4 | $40K | Buy |
+2,986
| New | +$40K | ﹤0.01% | 1028 |
|
|
2016
Q1 | – | Sell |
-1,501
| Closed | -$14K | – | 1775 |
|
|
2015
Q4 | $14K | Buy |
+1,501
| New | +$14K | ﹤0.01% | 1261 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 1907 |
|
|
2015
Q2 | – | Hold |
0
| – | – | – | 1883 |
|
|
2015
Q1 | – | Hold |
0
| – | – | – | 1790 |
|