Dakota Wealth Management’s CBIZ CBZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-11,010	Closed	-$361K	–	344
2021 Q2	$361K	Hold	11,010	–	–	0.04%	257
2021 Q1	$360K	Hold	11,010	–	–	0.05%	241
2020 Q4	$293K	Buy	+11,010	New	+$293K	0.04%	258