CSWM
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Cassady Schiller Wealth Management’s Atlassian TEAM Stock Holding History

Cassady Schiller Wealth Management’s Portfolio TEAM Stock Details TEAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		$5.11K Buy
21
+9
+75% +$2.19K ﹤0.01% 400
2024
Q3 		$1.91K Hold
12
– – ﹤0.01% 393
2024
Q2 		$2.12K Hold
12
– – ﹤0.01% 392
2024
Q1 		$2.34K Buy
+12
New +$2.34K ﹤0.01% 417