Cassady Schiller Wealth Management, LLC Schwab Strategic Tr Intl Small Transaction History

Cassady Schiller Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	BUY	$33.2 - $35.86 $8,598 - $9,287	259 New	259 $9,000
Q2 2023 Aug 10, 2023	SELL	$32.67 - $34.58 $33,192 - $35,133	-1,016 Reduced 76.39%	314 $10,000
Q4 2022 Feb 13, 2023	BUY	$27.31 - $32.98 $36,322 - $43,863	1,330 New	1,330 $41,000
Q1 2022 May 12, 2022	SELL	$34.89 - $41.24 $46,403 - $54,849	-1,330 Closed	0 $0
Q4 2021 Feb 09, 2022	BUY	$39.06 - $43.63 $51,949 - $58,027	1,330 New	1,330 $54,000

411

88M

Get notified when there are updates to the investment portfolio of Cassady Schiller Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Cassady Schiller Wealth Management, LLC with notifications on news.