Cassady Schiller Wealth Management, LLC Spdr Portfolio S&P 500 Value E Transaction History

Cassady Schiller Wealth Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 09, 2023	BUY	$41.15 - $44.69 $37,569 - $40,801	913 New	913 $37,000
Q4 2022 Feb 13, 2023	BUY	$34.79 - $40.71 $54,794 - $64,118	1,575 New	1,575 $61,000
Q1 2022 May 12, 2022	SELL	$39.54 - $42.64 $62,275 - $67,158	-1,575 Closed	0 $0
Q4 2021 Feb 09, 2022	BUY	$39.14 - $42.04 $61,645 - $66,213	1,575 New	1,575 $66,000

1,009

407M

356K

41.6K

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