CCWM
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Cassaday & Co Wealth Management’s Trade Desk TTD Stock Holding History

Cassaday & Co Wealth Management’s Portfolio TTD Stock Details TTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,253
Closed -$265K – 338
2024
Q4 		$265K Sell
2,253
-64
-3% -$7.52K 0.01% 270
2024
Q3 		$254K Sell
2,317
-361
-13% -$39.6K 0.01% 271
2024
Q2 		$262K Buy
+2,678
New +$262K 0.01% 247