CA
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Crewe Advisors’s CBIZ CBZ Stock Holding History

Crewe Advisors’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
2024
Q2 		– Sell
-77
Closed -$6.04K – 954
2024
Q1 		$6.04K Hold
77
– – ﹤0.01% 696
2023
Q4 		$4.82K Buy
+77
New +$4.35K ﹤0.01% 255
2022
Q4 		– Sell
-85
Closed -$4K – 1059
2022
Q3 		$4K Hold
85
– – ﹤0.01% 881
2022
Q2 		$3K Buy
+85
New +$3.43K ﹤0.01% 873

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