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Simplicity Wealth’s CBIZ CBZ Stock Holding History

Simplicity Wealth’s Portfolio CBZ Stock Details CBZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-3,783
Closed -$280K – 590
2024
Q2 		$280K Sell
3,783
-12
-0.3% -$889 0.01% 975
2024
Q1 		$298K Buy
+3,795
New +$298K 0.01% 923