VisionPoint Advisory Group’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-735
| Closed | -$59.7K | – | 223 |
|
|
2024
Q4 | $59.7K | Buy |
+735
| New | +$59.7K | 0.02% | 280 |
|
|
2024
Q3 | – | Sell |
-544
| Closed | -$40.3K | – | 320 |
|
|
2024
Q2 | $40.3K | Buy |
544
+150
| +38% | +$11.1K | 0.01% | 302 |
|
|
2024
Q1 | $30.9K | Buy |
394
+152
| +63% | +$11.9K | 0.01% | 336 |
|
|
2023
Q4 | $15.1K | Buy |
+242
| New | +$15.1K | 0.01% | 381 |
|