Avion Wealth’s CBIZ CBZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-3	Closed	–	–	1211
2025 Q1	$0	Buy	+3	New	–	﹤0.01%	1048
2024 Q4	–	Sell	-7	Closed	–	–	1031
2024 Q3	$0	Buy	7 +1	+17%	–	﹤0.01%	1033
2024 Q2	$0	Buy	+6	New	–	﹤0.01%	946