CASSADY SCHILLER WEALTH MANAGEMENT, LLC – SPDR S&P Regional Banking ETF Transaction History
CASSADY SCHILLER WEALTH MANAGEMENT, LLC portfolio value:
$235,000
portfolio value
CASSADY SCHILLER WEALTH MANAGEMENT, LLC quarter portfolio value change:
+1.36%
quarter
SPDR S&P Regional Banking ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -11.56% | -521 shares | -27K | $58.88 | 3.98K |
| Q2 2022 | share | Decrease | -43.72% | -3.50K shares | -290K | $58.09 | 4.50K |
| Q1 2022 | share | Increase | +3.66% | 283 shares | 5K | $68.9 | 8.01K |
| Q4 2021 | share | Increase | 0.00% | 7.72K shares | 547K | $70.87 | 7.72K |