CASSADY SCHILLER WEALTH MANAGEMENT, LLC – Transaction History
CASSADY SCHILLER WEALTH MANAGEMENT, LLC portfolio value:
$1.64M
portfolio value
CASSADY SCHILLER WEALTH MANAGEMENT, LLC quarter portfolio value change:
-4.74%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -4.50% | -1.99K shares | -163K | $38.82 | 42.27K |
| Q2 2022 | share | Increase | +0.22% | 99 shares | -361K | $40.75 | 44.26K |
| Q1 2022 | share | Increase | +0.18% | 80 shares | -114K | $49.02 | 44.16K |
| Q4 2021 | share | Increase | 0.00% | 44.08K shares | 2.27M | $51.85 | 44.08K |