TFO Wealth Partners’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1
| Closed | -$79 | – | 179 |
|
|
2024
Q1 | $79 | Hold |
1
| – | – | ﹤0.01% | 671 |
|
|
2023
Q4 | $63 | Hold |
1
| – | – | ﹤0.01% | 850 |
|
|
2023
Q3 | $53 | Hold |
1
| – | – | ﹤0.01% | 1046 |
|
|
2023
Q2 | $53 | Hold |
1
| – | – | ﹤0.01% | 760 |
|
|
2023
Q1 | $49 | Hold |
1
| – | – | ﹤0.01% | 746 |
|
|
2022
Q4 | $45 | Buy |
+1
| New | +$45 | ﹤0.01% | 865 |
|