WAM
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Wealthspire Advisors (Maryland)’s CBIZ CBZ Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio CBZ Stock Details CBZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-4,000
Closed -$81K – 719
2019
Q1 		$81K Hold
4,000
– – 0.01% 715
2018
Q4 		$79K Hold
4,000
– – 0.01% 684
2018
Q3 		$95K Hold
4,000
– – 0.01% 709
2018
Q2 		$92K Hold
4,000
– – 0.01% 734
2018
Q1 		$73K Hold
4,000
– – 0.01% 830
2017
Q4 		$62K Hold
4,000
– – 0.01% 918
2017
Q3 		$65K Hold
4,000
– – 0.01% 878
2017
Q2 		$60K Buy
+4,000
New +$59.9K 0.01% 882

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N
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