SkyView Investment Advisors’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-15,598
| Closed | -$831K | – | 623 |
|
|
2023
Q2 | $831K | Hold |
15,598
| – | – | 0.21% | 136 |
|
|
2023
Q1 | $772K | Hold |
15,598
| – | – | 0.18% | 151 |
|
|
2022
Q4 | $731K | Hold |
15,598
| – | – | 0.22% | 153 |
|
|
2022
Q3 | $667K | Hold |
15,598
| – | – | 0.2% | 176 |
|
|
2022
Q2 | $623K | Hold |
15,598
| – | – | 0.16% | 199 |
|
|
2022
Q1 | $634K | Sell |
15,598
-32,929
| -68% | -$1.34M | 0.15% | 200 |
|
|
2021
Q4 | $1.9M | Hold |
48,527
| – | – | 0.43% | 58 |
|
|
2021
Q3 | $1.57M | Hold |
48,527
| – | – | 0.44% | 56 |
|
|
2021
Q2 | $1.59M | Hold |
48,527
| – | – | 0.74% | 39 |
|
|
2021
Q1 | $1.59M | Sell |
48,527
-3,500
| -7% | -$114K | 0.7% | 41 |
|
|
2020
Q4 | $1.38M | Buy |
+52,027
| New | +$1.38M | 0.65% | 43 |
|