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Equitable Trust’s CBIZ CBZ Stock Holding History

Equitable Trust’s Portfolio CBZ Stock Details CBZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-8,940
Closed -$212K – 265
2018
Q3 		$212K Sell
8,940
-12,560
-58% -$298K 0.02% 278
2018
Q2 		$495K Buy
+21,500
New +$495K 0.06% 186