Advocacy Wealth Management Services’s CBIZ CBZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-5,000	Closed	-$98K	–	140
2018 Q4	$98K	Hold	5,000	–	–	0.07%	18
2018 Q3	$118K	Hold	5,000	–	–	0.07%	18
2018 Q2	$115K	Sell	5,000 -2,000	-29%	-$46K	0.08%	17
2018 Q1	$128K	Sell	7,000 -16,000	-70%	-$293K	0.09%	18
2017 Q4	$355K	Sell	23,000 -7,000	-23%	-$108K	0.24%	13
2017 Q3	$488K	Hold	30,000	–	–	0.2%	17
2017 Q2	$450K	Sell	30,000 -5,000	-14%	-$75K	0.16%	29
2017 Q1	$474K	Sell	35,000 -5,000	-13%	-$67.7K	0.17%	30
2016 Q4	$548K	Hold	40,000	–	–	0.16%	26
2016 Q3	$448K	Hold	40,000	–	–	0.17%	35
2016 Q2	$416K	Sell	40,000 -1,009	-2%	-$10.5K	0.21%	42
2016 Q1	$414K	Hold	41,009	–	–	0.29%	58
2015 Q4	$404K	Buy	+41,009	New	+$404K	0.46%	55
2013 Q3	$8K	Hold	1,009	–	–	0.02%	228
2013 Q2	$7K	Buy	+1,009	New	+$7K	0.03%	191