CCWM
TEAF

Cassaday & Co Wealth Management’s Ecofin Sustainable & Social Impact Term Fund TEAF Stock Holding History

Cassaday & Co Wealth Management’s Portfolio TEAF Stock Details TEAF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-13,438
Closed -$155K – 318
2024
Q2 		$155K Buy
+13,438
New +$155K ﹤0.01% 281