BDO Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.06K | Hold |
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|
2023
Q1 | $2.29K | Hold |
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|
2022
Q4 | $2.41K | Buy |
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|
2022
Q3 | $2K | Hold |
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|
2022
Q2 | $2K | Buy |
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|
2022
Q1 | $2K | Hold |
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|
2021
Q4 | $2K | Sell |
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|
2021
Q3 | $506K | Buy |
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|
2021
Q2 | $493K | Buy |
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|
2021
Q1 | $557K | Hold |
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|
2020
Q4 | $469K | Hold |
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|
2020
Q3 | $485K | Hold |
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|
2020
Q2 | $470K | Hold |
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|
2020
Q1 | $424K | Hold |
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|
2019
Q4 | $696K | Hold |
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|
2019
Q3 | $650K | Hold |
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|
2019
Q2 | $584K | Hold |
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|
2019
Q1 | $570K | Hold |
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|
2018
Q4 | $637K | Sell |
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|
2018
Q3 | $654K | Hold |
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|
2018
Q2 | $691K | Buy |
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