Cassady Schiller Wealth Management’s CBIZ CBZ Stock Holding History

Cassady Schiller Wealth Management’s Portfolio CBZ Stock Details CBZ Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$40.9K	Hold
2024 Q3	$33.6K	Hold
2024 Q2	$37K	Hold
2024 Q1	$39.3K	Hold
2023 Q4	$31.3K	Hold
2023 Q3	$25.9K	Hold
2023 Q2	$26.6K	Hold
2023 Q1	$24.7K	Hold
2022 Q4	$23.4K	Buy