Systematic Alpha Investments’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,118
| Closed | -$70K | – | 227 |
|
|
2023
Q4 | $70K | Hold |
1,118
| – | – | ﹤0.01% | 267 |
|
|
2023
Q3 | $58K | Hold |
1,118
| – | – | ﹤0.01% | 261 |
|
|
2023
Q2 | $59.6K | Hold |
1,118
| – | – | ﹤0.01% | 238 |
|
|
2023
Q1 | $55.3K | Buy |
+1,118
| New | +$55.3K | ﹤0.01% | 267 |
|
|
2021
Q4 | – | Sell |
-1,118
| Closed | -$41K | – | 266 |
|
|
2021
Q3 | $41K | Hold |
1,118
| – | – | ﹤0.01% | 319 |
|
|
2021
Q2 | $37K | Hold |
1,118
| – | – | ﹤0.01% | 237 |
|
|
2021
Q1 | $37K | Hold |
1,118
| – | – | ﹤0.01% | 166 |
|
|
2020
Q4 | $30K | Buy |
+1,118
| New | +$30K | ﹤0.01% | 130 |
|