Cassady Schiller Wealth Management’s MSCI MSCI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	$2.4K	Buy	+4	New	+$2.4K	﹤0.01%	540
2022 Q1	–	Sell	-2	Closed	-$1K	–	411
2021 Q4	$1K	Buy	+2	New	+$1K	﹤0.01%	478