Wealthspire Advisors (Maryland)’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-4,000
| Closed | -$81K | – | 718 |
|
|
2019
Q1 | $81K | Hold |
4,000
| – | – | 0.01% | 715 |
|
|
2018
Q4 | $79K | Hold |
4,000
| – | – | 0.01% | 683 |
|
|
2018
Q3 | $95K | Hold |
4,000
| – | – | 0.01% | 707 |
|
|
2018
Q2 | $92K | Hold |
4,000
| – | – | 0.01% | 733 |
|
|
2018
Q1 | $73K | Hold |
4,000
| – | – | 0.01% | 830 |
|
|
2017
Q4 | $62K | Hold |
4,000
| – | – | 0.01% | 918 |
|
|
2017
Q3 | $65K | Hold |
4,000
| – | – | 0.01% | 878 |
|
|
2017
Q2 | $60K | Buy |
+4,000
| New | +$60K | 0.01% | 882 |
|