Cassady Schiller Wealth Management’s Nasdaq NDAQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$2.09K Buy
27
+26
+2,600% +$2.01K ﹤0.01% 564
2024
Q3
$73 Hold
1
﹤0.01% 462
2024
Q2
$60 Hold
1
﹤0.01% 466
2024
Q1
$63 Buy
+1
New +$63 ﹤0.01% 492
2022
Q1
Sell
-15
Closed -$1K 418
2021
Q4
$1K Buy
+15
New +$1K ﹤0.01% 482