Cassaday & Co Wealth Management’s Telos TLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $145K | Sell |
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|
2025
Q2 | $436K | Hold |
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|
2025
Q1 | $327K | Hold |
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|
2024
Q4 | $470K | Hold |
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|
2024
Q3 | $493K | Buy |
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|
2024
Q2 | $305K | Buy |
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|
2024
Q1 | $310K | Hold |
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|
2023
Q4 | $272K | Buy |
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|
2023
Q3 | $54.3K | Hold |
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|
2023
Q2 | $58.2K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $182K | Buy |
|