Simplicity Solutions’s CBIZ CBZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $238K | Buy |
+3,805
| New | +$238K | 0.01% | 913 |
|
|
2023
Q3 | – | Sell |
-4,322
| Closed | -$230K | – | 1009 |
|
|
2023
Q2 | $230K | Sell |
4,322
-1,303
| -23% | -$69.4K | 0.01% | 928 |
|
|
2023
Q1 | $278K | Buy |
+5,625
| New | +$278K | 0.01% | 884 |
|
|
2021
Q4 | – | Sell |
-10,138
| Closed | -$328K | – | 476 |
|
|
2021
Q3 | $328K | Buy |
10,138
+1,073
| +12% | +$34.7K | 0.05% | 395 |
|
|
2021
Q2 | $297K | Sell |
9,065
-205
| -2% | -$6.72K | 0.06% | 386 |
|
|
2021
Q1 | $303K | Sell |
9,270
-487
| -5% | -$15.9K | 0.07% | 330 |
|
|
2020
Q4 | $260K | Buy |
9,757
+447
| +5% | +$11.9K | ﹤0.01% | 827 |
|
|
2020
Q3 | $213K | Buy |
+9,310
| New | +$213K | ﹤0.01% | 810 |
|