CSWM
Cassady Schiller Wealth Management’s Snap SNAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $4.43K | Buy |
411
+99
| +32% | +$1.07K | ﹤0.01% | 428 |
|
|
2024
Q3 | $3.34K | Buy |
312
+90
| +41% | +$963 | ﹤0.01% | 364 |
|
|
2024
Q2 | $3.69K | Buy |
222
+91
| +69% | +$1.51K | ﹤0.01% | 362 |
|
|
2024
Q1 | $1.5K | Buy |
131
+31
| +31% | +$356 | ﹤0.01% | 433 |
|
|
2023
Q4 | $1.69K | Hold |
100
| – | – | ﹤0.01% | 397 |
|
|
2023
Q3 | $891 | Hold |
100
| – | – | ﹤0.01% | 426 |
|
|
2023
Q2 | $1.18K | Hold |
100
| – | – | ﹤0.01% | 434 |
|
|
2023
Q1 | $1.12K | Hold |
100
| – | – | ﹤0.01% | 417 |
|
|
2022
Q4 | $895 | Buy |
+100
| New | +$895 | ﹤0.01% | 440 |
|