CSWM
Cassady Schiller Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $664K | Buy |
2,100
+81
| +4% | +$25.6K | 0.24% | 58 |
|
|
2024
Q3 | $555K | Hold |
2,019
| – | – | 0.2% | 64 |
|
|
2024
Q2 | $530K | Hold |
2,019
| – | – | 0.22% | 63 |
|
|
2024
Q1 | $563K | Buy |
2,019
+15
| +0.7% | +$4.19K | 0.25% | 60 |
|
|
2023
Q4 | $522K | Hold |
2,004
| – | – | 0.26% | 59 |
|
|
2023
Q3 | $461K | Hold |
2,004
| – | – | 0.26% | 61 |
|
|
2023
Q2 | $476K | Buy |
2,004
+139
| +7% | +$33K | 0.26% | 59 |
|
|
2023
Q1 | $420K | Hold |
1,865
| – | – | 0.2% | 67 |
|
|
2022
Q4 | $387K | Sell |
1,865
-178
| -9% | -$37K | 0.24% | 73 |
|
|
2022
Q3 | $363K | Buy |
2,043
+163
| +9% | +$29K | 0.21% | 73 |
|
|
2022
Q2 | $370K | Sell |
1,880
-297
| -14% | -$58.5K | 0.19% | 69 |
|
|
2022
Q1 | $483K | Sell |
2,177
-16
| -0.7% | -$3.55K | 0.23% | 64 |
|
|
2021
Q4 | $475K | Buy |
+2,193
| New | +$475K | 0.29% | 56 |
|