Cassady Schiller Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Cassady Schiller Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 10, 2023	SELL	$33.2 - $35.75 $9,130 - $9,831	-275 Reduced 46.3%	319 $10,000
Q1 2023 May 12, 2023	SELL	$32.49 - $36.44 $9,259 - $10,385	-285 Reduced 32.42%	594 $20,000
Q4 2022 May 16, 2023	SELL	$30.18 - $34.51 $9,325 - $10,663	-309 Reduced 52.02%	285 $9,000
Q4 2022 Feb 13, 2023	BUY	$30.18 - $34.51 $26,528 - $30,334	879 New	879 $28,000
Q1 2022 May 12, 2022	SELL	$35.69 - $43.02 $21,199 - $25,553	-594 Closed	0 $0
Q4 2021 Feb 09, 2022	BUY	$40.07 - $44.51 $23,801 - $26,438	594 New	594 $25,000

810

195M

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.