TCI Wealth Advisors’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 |
-364
| Closed | -$18K | – | 535 |
|
|
2023
Q1 | $18K | Hold |
364
| – | – | ﹤0.01% | 769 |
|
|
2022
Q4 | $17.1K | Buy |
364
+1
| +0.3% | +$47 | ﹤0.01% | 774 |
|
|
2022
Q3 | $16K | Buy |
363
+1
| +0.3% | +$44 | ﹤0.01% | 755 |
|
|
2022
Q2 | $14K | Hold |
362
| – | – | ﹤0.01% | 797 |
|
|
2022
Q1 | $15K | Hold |
362
| – | – | ﹤0.01% | 827 |
|
|
2021
Q4 | $14K | Hold |
362
| – | – | ﹤0.01% | 906 |
|
|
2021
Q3 | $12K | Hold |
362
| – | – | ﹤0.01% | 950 |
|
|
2021
Q2 | $12K | Hold |
362
| – | – | ﹤0.01% | 824 |
|
|
2021
Q1 | $12K | Buy |
+362
| New | +$12K | 0.01% | 729 |
|