Cassady Schiller Wealth Management’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	$224K	Buy	3,242 +3,177	+4,888%	+$219K	0.08%	114
2024 Q3	$4.39K	Hold	65	–	–	﹤0.01%	355
2024 Q2	$4.16K	Hold	65	–	–	﹤0.01%	357
2024 Q1	$4K	Hold	65	–	–	﹤0.01%	385
2023 Q4	$3.63K	Buy	+65	New	+$3.63K	﹤0.01%	372