Smartleaf Asset Management’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.11K | Sell |
114
-490
| -81% | -$34.8K | ﹤0.01% | 1898 |
|
|
2025
Q1 | $45.3K | Sell |
604
-40
| -6% | -$3K | ﹤0.01% | 1202 |
|
|
2024
Q4 | $52.6K | Buy |
644
+276
| +75% | +$22.5K | 0.01% | 1164 |
|
|
2024
Q3 | $24.6K | Buy |
368
+216
| +142% | +$14.4K | ﹤0.01% | 1236 |
|
|
2024
Q2 | $11.2K | Buy |
+152
| New | +$11.2K | ﹤0.01% | 1347 |
|