Patriot Financial Group Insurance Agency’s CBIZ CBZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-3	Closed	–	–	1857
2020 Q3	$0	Hold	3	–	–	﹤0.01%	1684
2020 Q2	$0	Buy	+3	New	–	﹤0.01%	1667
2019 Q3	–	Sell	-2	Closed	-$1K	–	1313
2019 Q2	$1K	Buy	+2	New	+$1K	﹤0.01%	1194