CASSADY SCHILLER WEALTH MANAGEMENT, LLC – Transaction History
CASSADY SCHILLER WEALTH MANAGEMENT, LLC portfolio value:
$1.19M
portfolio value
CASSADY SCHILLER WEALTH MANAGEMENT, LLC quarter portfolio value change:
-10.56%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -4.55% | -2.02K shares | -205K | $28.13 | 42.54K |
| Q2 2022 | share | Increase | +12.47% | 4.94K shares | -53K | $31.45 | 44.56K |
| Q1 2022 | share | Decrease | -0.10% | -41 shares | -87K | $36.72 | 39.62K |
| Q4 2021 | share | Increase | 0.00% | 39.66K shares | 1.54M | $38.93 | 39.66K |