CSWM
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Cassady Schiller Wealth Management’s Interactive Brokers IBKR Stock Holding History

Cassady Schiller Wealth Management’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		$1.41K Buy
+32
New +$1.41K ﹤0.01% 692