SYSTM Wealth Solutions’s CBIZ CBZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-17,564	Closed	-$1.3M	–	181
2024 Q2	$1.3M	Buy	17,564 +17,324	+7,218%	+$1.28M	0.29%	103
2024 Q1	$18.8K	Buy	240 +23	+11%	+$1.81K	﹤0.01%	706
2023 Q4	$13.6K	Buy	+217	New	+$13.6K	﹤0.01%	790