Cassady Schiller Wealth Management’s Salesforce CRM Stock Holding History

Cassady Schiller Wealth Management’s Portfolio CRM Stock Details CRM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$151K	Buy
2024 Q3	$102K	Hold
2024 Q2	$95.4K	Hold
2024 Q1	$112K	Buy
2023 Q4	$96K	Hold
2023 Q3	$74K	Hold
2023 Q2	$77.1K	Buy
2023 Q1	$66.7K	Hold
2022 Q4	$44.3K	Buy
2022 Q1	–	Sell
2021 Q4	$89K	Buy