CSWM
Cassady Schiller Wealth Management’s AdvanSix ASIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5
| Closed | -$150 | – | 495 |
|
|
2023
Q4 | $150 | Hold |
5
| – | – | ﹤0.01% | 430 |
|
|
2023
Q3 | $155 | Hold |
5
| – | – | ﹤0.01% | 445 |
|
|
2023
Q2 | $175 | Hold |
5
| – | – | ﹤0.01% | 460 |
|
|
2023
Q1 | $191 | Hold |
5
| – | – | ﹤0.01% | 444 |
|
|
2022
Q4 | $190 | Buy |
+5
| New | +$190 | ﹤0.01% | 460 |
|
|
2022
Q1 | – | Sell |
-5
| Closed | – | – | 146 |
|
|
2021
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 548 |
|