Weld Capital Management’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-8,443
| Closed | -$225K | – | 346 |
|
|
2020
Q4 | $225K | Buy |
+8,443
| New | +$225K | 0.09% | 359 |
|
|
2019
Q4 | – | Sell |
-22,415
| Closed | -$527K | – | 629 |
|
|
2019
Q3 | $527K | Buy |
+22,415
| New | +$527K | 0.1% | 366 |
|
|
2019
Q1 | – | Sell |
-13,572
| Closed | -$267K | – | 674 |
|
|
2018
Q4 | $267K | Buy |
+13,572
| New | +$267K | 0.06% | 523 |
|