Systematic Financial Management’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,898
| Closed | -$143K | – | 249 |
|
|
2023
Q1 | $143K | Buy |
+2,898
| New | +$143K | ﹤0.01% | 268 |
|
|
2014
Q4 | – | Sell |
-268,475
| Closed | -$2.11M | – | 686 |
|
|
2014
Q3 | $2.11M | Sell |
268,475
-363,555
| -58% | -$2.86M | 0.02% | 546 |
|
|
2014
Q2 | $5.71M | Buy |
632,030
+480
| +0.1% | +$4.33K | 0.04% | 339 |
|
|
2014
Q1 | $5.78M | Buy |
631,550
+417,935
| +196% | +$3.83M | 0.04% | 332 |
|
|
2013
Q4 | $1.95M | Buy |
+213,615
| New | +$1.95M | 0.01% | 460 |
|