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Sound View Wealth Advisors Group’s CBIZ CBZ Stock Holding History

Sound View Wealth Advisors Group’s Portfolio CBZ Stock Details CBZ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,550
Closed -$200K – 360
2024
Q1 		$200K Buy
+2,550
New +$200K 0.02% 364