Cassady Schiller Wealth Management’s Tricon Residential Inc. TCN Stock Holding History

Cassady Schiller Wealth Management’s Portfolio TCN Stock Details TCN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-125	Closed	-$1.39K	–	503
2024 Q1	$1.39K	Hold	125	–	–	﹤0.01%	436
2023 Q4	$1.14K	Hold	125	–	–	﹤0.01%	405
2023 Q3	$925	Hold	125	–	–	﹤0.01%	425
2023 Q2	$1.1K	Hold	125	–	–	﹤0.01%	438
2023 Q1	$969	Hold	125	–	–	﹤0.01%	423
2022 Q4	$964	Buy	+125	New	+$1.04K	﹤0.01%	438

Cassady Schiller Wealth Management's TCN Position: Q2 2024 in Review

Cassady Schiller Wealth Management sold out of Tricon Residential Inc. (TCN) in Q2 2024, closing a stake of 125 shares — an estimated $1.39K sold.

Cassady Schiller Wealth Management first reported a position in TCN in Q4 2022 and held it in 6 quarters. The position peaked at $1.39K in Q1 2024. 0 funds tracked by Wall St. Rank hold TCN as of Q2 2024.

Cassady Schiller Wealth Management reported no remaining Tricon Residential Inc. position as of Q2 2024 after selling out during the quarter.
Cassady Schiller Wealth Management sold 125 Tricon Residential Inc. shares in Q2 2024, an estimated $1.39K.
Cassady Schiller Wealth Management first reported a position in Tricon Residential Inc. in Q4 2022 and held it in 6 quarters.
Cassady Schiller Wealth Management's Tricon Residential Inc. position peaked at $1.39K in Q1 2024.
0 funds tracked by Wall St. Rank held Tricon Residential Inc. as of Q2 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q2 2024, filed 12 Aug 2024.