Advisornet Financial’s CBIZ CBZ Stock Holding History

Advisornet Financial’s Portfolio CBZ Stock Details CBZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$12.7K	Hold
2025 Q2	$17.2K	Buy
2024 Q1	–	Sell
2023 Q4	$501	Buy
2023 Q3	$311	Buy
2023 Q2	$266	Buy
2023 Q1	$198	Buy
2022 Q4	$141	Buy