CSWM
Cassady Schiller Wealth Management’s Veralto VLTO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $38.5K | Buy |
378
+28
| +8% | +$2.85K | 0.01% | 227 |
|
|
2024
Q3 | $39.2K | Hold |
350
| – | – | 0.01% | 222 |
|
|
2024
Q2 | $33.4K | Hold |
350
| – | – | 0.01% | 230 |
|
|
2024
Q1 | $31K | Sell |
350
-16
| -4% | -$1.42K | 0.01% | 245 |
|
|
2023
Q4 | $30.1K | Buy |
+366
| New | +$30.1K | 0.02% | 246 |
|