CBIZ Investment Advisory Services’s Interactive Brokers IBKR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$643 Hold
2025
Q3
$688 Hold
2025
Q2
$554 Buy
2025
Q1
$331 Buy