Cassady Schiller Wealth Management’s Dolby DLB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$9.76K Hold
125
﹤0.01% 346
2024
Q3
$9.57K Hold
125
﹤0.01% 321
2024
Q2
$9.9K Hold
125
﹤0.01% 315
2024
Q1
$10.5K Hold
125
﹤0.01% 331
2023
Q4
$10.8K Hold
125
0.01% 319
2023
Q3
$9.91K Hold
125
0.01% 332
2023
Q2
$10.5K Hold
125
0.01% 334
2023
Q1
$10.7K Hold
125
0.01% 320
2022
Q4
$8.82K Buy
+125
New +$8.82K 0.01% 327
2022
Q1
Sell
-125
Closed -$12K 232
2021
Q4
$12K Buy
+125
New +$12K 0.01% 304