Advisor Group’s Cass Information Systems CASS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $45K | Hold |
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|
2019
Q3 | $42K | Hold |
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|
2019
Q2 | $38K | Sell |
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|
2019
Q1 | $37K | Sell |
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|
2018
Q4 | $61K | Sell |
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|
2018
Q3 | $120K | Buy |
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|
2018
Q2 | $32K | Sell |
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|
2018
Q1 | $30K | Sell |
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|
2017
Q4 | $30K | Sell |
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|
2017
Q3 | $62K | Hold |
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|
2017
Q2 | $64K | Sell |
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|
2017
Q1 | $64K | Hold |
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|
2016
Q4 | $71K | Hold |
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|
2016
Q3 | $55K | Buy |
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|
2016
Q2 | $40K | Buy |
|