CCWM
Cassaday & Co Wealth Management’s Intellicheck IDN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $186K | Hold |
34,530
| – | – | ﹤0.01% | 325 |
|
|
2025
Q1 | $105K | Hold |
34,530
| – | – | ﹤0.01% | 311 |
|
|
2024
Q4 | $96.7K | Hold |
34,530
| – | – | ﹤0.01% | 317 |
|
|
2024
Q3 | $74.9K | Hold |
34,530
| – | – | ﹤0.01% | 309 |
|
|
2024
Q2 | $118K | Sell |
34,530
-17,265
| -33% | -$59K | ﹤0.01% | 283 |
|
|
2024
Q1 | $180K | Hold |
51,795
| – | – | 0.01% | 286 |
|
|
2023
Q4 | $98.4K | Hold |
51,795
| – | – | ﹤0.01% | 266 |
|
|
2023
Q3 | $117K | Hold |
51,795
| – | – | ﹤0.01% | 254 |
|
|
2023
Q2 | $128K | Buy |
+51,795
| New | +$128K | 0.01% | 251 |
|
|
2023
Q1 | – | Sell |
-51,795
| Closed | -$104K | – | 255 |
|
|
2022
Q4 | $104K | Buy |
+51,795
| New | +$104K | ﹤0.01% | 250 |
|