JWCA
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J.W. Cole Advisors’s CBIZ CBZ Stock Holding History

J.W. Cole Advisors’s Portfolio CBZ Stock Details CBZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$258K Sell
3,600
-11
-0.3% -$789 0.01% 1210
2025
Q1 		$274K Buy
+3,611
New +$274K 0.01% 1013