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 |
|