CSWM
Cassady Schiller Wealth Management’s NCR Voyix VYX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-22
| Closed | -$372 | – | 510 |
|
|
2023
Q4 | $372 | Hold |
22
| – | – | ﹤0.01% | 424 |
|
|
2023
Q3 | $593 | Hold |
22
| – | – | ﹤0.01% | 432 |
|
|
2023
Q2 | $554 | Hold |
22
| – | – | ﹤0.01% | 450 |
|
|
2023
Q1 | $519 | Hold |
22
| – | – | ﹤0.01% | 430 |
|
|
2022
Q4 | $515 | Buy |
+22
| New | +$515 | ﹤0.01% | 450 |
|
|
2022
Q1 | – | Sell |
-22
| Closed | -$1K | – | 594 |
|
|
2021
Q4 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 524 |
|