SWC
CBZ icon

Spectrum Wealth Counsel’s CBIZ CBZ Stock Holding History

Spectrum Wealth Counsel’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
Q1 		$156K Hold
2,059
– – 0.02% 128
2024
Q4 		$168K Hold
2,059
– – 0.02% 123
2024
Q3 		$139K Buy
+2,059
New +$139K 0.02% 131