Equitable Trust’s CBIZ CBZ Stock Holding History

Equitable Trust’s Portfolio CBZ Stock Details CBZ Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$777K	Buy
2018 Q4	–	Sell
2018 Q3	$212K	Sell
2018 Q2	$495K	Buy