Avior Wealth Management’s CBIZ CBZ Stock Holding History

Avior Wealth Management’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 Q1	–	Sell
2024 Q4	$6.22K	Sell
2024 Q3	$5.38K	Buy
2024 Q2	$5.78K	Buy
2024 Q1	$3.22K	Buy