Cassady Schiller Wealth Management, LLC Schwab Strategic U.S. Reit ETF Transaction History

Cassady Schiller Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	BUY	$19.39 - $20.93 $6,379 - $6,885	329 New	329 $6,000
Q2 2023 Aug 10, 2023	BUY	$18.34 - $19.64 $18 - $19	1 Added 1.52%	67 $1,000
Q1 2023 May 12, 2023	BUY	$18.01 - $21.78 $18 - $21	1 Added 1.54%	66 $1,000
Q4 2022 May 16, 2023	SELL	$17.68 - $20.46 $17 - $20	-1 Reduced 1.52%	65 $1,000
Q4 2022 Feb 13, 2023	BUY	$17.68 - $20.46 $1,149 - $1,329	65 New	65 $1,000

533

175M

22.2K

84.6K

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