CASSADY SCHILLER WEALTH MANAGEMENT, LLC – Energy Select Sector SPDR Fund Transaction History
CASSADY SCHILLER WEALTH MANAGEMENT, LLC portfolio value:
$544,000
portfolio value
CASSADY SCHILLER WEALTH MANAGEMENT, LLC quarter portfolio value change:
+0.71%
quarter
Energy Select Sector SPDR Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.44% | 33 shares | 6K | $72.02 | 7.55K |
| Q2 2022 | share | Increase | +156.86% | 4.59K shares | 314K | $71.51 | 7.52K |
| Q1 2022 | share | Increase | +0.86% | 25 shares | 63K | $76.44 | 2.93K |
| Q4 2021 | share | Increase | 0.00% | 2.90K shares | 161K | $55.36 | 2.90K |