Y-Intercept (HK)’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,587
| Closed | -$511K | – | 1230 |
|
|
2024
Q3 | $511K | Buy |
+7,587
| New | +$511K | 0.03% | 766 |
|
|
2023
Q4 | – | Sell |
-7,820
| Closed | -$406K | – | 1264 |
|
|
2023
Q3 | $406K | Buy |
+7,820
| New | +$406K | 0.04% | 645 |
|
|
2022
Q4 | – | Sell |
-4,953
| Closed | -$212K | – | 1026 |
|
|
2022
Q3 | $212K | Buy |
+4,953
| New | +$212K | 0.02% | 807 |
|