Steward Partners Investment Advisory’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,000
| Closed | -$26K | – | 2505 |
|
|
2019
Q4 | $26K | Hold |
1,000
| – | – | ﹤0.01% | 1683 |
|
|
2019
Q3 | $23K | Hold |
1,000
| – | – | ﹤0.01% | 1673 |
|
|
2019
Q2 | $19K | Buy |
+1,000
| New | +$19K | ﹤0.01% | 1721 |
|
|
2018
Q4 | – | Sell |
-1,000
| Closed | -$24K | – | 959 |
|
|
2018
Q3 | $24K | Hold |
1,000
| – | – | ﹤0.01% | 1477 |
|
|
2018
Q2 | $23K | Buy |
+1,000
| New | +$23K | ﹤0.01% | 1402 |
|