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Vista Finance’s CBIZ CBZ Stock Holding History

Vista Finance’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
Q2 		$277K Buy
3,856
+150
+4% +$10.8K 0.24% 40
2025
Q1 		$281K Buy
3,706
+904
+32% +$68.6K 0.24% 43
2024
Q4 		$229K Buy
+2,802
New +$229K 0.24% 47