CASSADY SCHILLER WEALTH MANAGEMENT, LLC – Truist Financial Corporation Transaction History
CASSADY SCHILLER WEALTH MANAGEMENT, LLC portfolio value:
$287,000
portfolio value
CASSADY SCHILLER WEALTH MANAGEMENT, LLC quarter portfolio value change:
-8.20%
quarter
Truist Financial Corporation 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +6.95% | 429 shares | -6K | $43.54 | 6.60K |
| Q2 2022 | share | Decrease | -0.27% | -17 shares | -58K | $47.43 | 6.17K |
| Q1 2022 | share | Decrease | -0.11% | -7 shares | -12K | $56.7 | 6.18K |
| Q4 2021 | share | Increase | 0.00% | 6.19K shares | 363K | $58.5 | 6.19K |