CASSADY SCHILLER WEALTH MANAGEMENT, LLC – SPDR S&P 500 ETF Trust Transaction History
CASSADY SCHILLER WEALTH MANAGEMENT, LLC portfolio value:
$889,000
portfolio value
CASSADY SCHILLER WEALTH MANAGEMENT, LLC quarter portfolio value change:
-5.32%
quarter
SPDR S&P 500 ETF Trust 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +10.52% | 237 shares | 40K | $357.18 | 2.48K |
| Q2 2022 | share | Increase | +6.53% | 138 shares | -106K | $377.25 | 2.25K |
| Q1 2022 | share | Increase | +14.15% | 262 shares | 75K | $451.64 | 2.11K |
| Q4 2021 | share | Increase | 0.00% | 1.85K shares | 880K | $476.16 | 1.85K |