Cassady Schiller Wealth Management’s State Street STT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	$4.52K	Buy	+46	New	+$4.52K	﹤0.01%	425
2022 Q1	–	Sell	-11	Closed	-$1K	–	533
2021 Q4	$1K	Buy	+11	New	+$1K	﹤0.01%	501