CSWM
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Cassady Schiller Wealth Management’s SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Cassady Schiller Wealth Management’s Portfolio SPAB Stock Details SPAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-739
Closed -$18K – 455
2023
Q3 		$18K Hold
739
– – 0.01% 282
2023
Q2 		$18.7K Hold
739
– – 0.01% 282
2023
Q1 		$19.1K Hold
739
– – 0.01% 274
2022
Q4 		$18.6K Buy
+739
New +$18.6K 0.01% 273