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Avantax Advisory Services’s CBIZ CBZ Stock Holding History

Avantax Advisory Services’s Portfolio CBZ Stock Details CBZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$350K Sell
4,878
-78
-2% -$5.59K ﹤0.01% 1805
2025
Q1 		$376K Buy
4,956
+209
+4% +$15.9K ﹤0.01% 1686
2024
Q4 		$388K Buy
4,747
+1,536
+48% +$126K ﹤0.01% 1612
2024
Q3 		$216K Buy
+3,211
New +$216K ﹤0.01% 1966