CSWM
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Cassady Schiller Wealth Management’s Factset FDS Stock Holding History

Cassady Schiller Wealth Management’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-8
Closed -$3.21K – 476
2022
Q4 		$3.21K Buy
+8
New +$3.21K ﹤0.01% 393