Capital Investment Advisors’s Casa Systems, Inc. Common Stock CASA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-23,750
| Closed | -$6.5K | – | 671 |
|
|
2024
Q1 | $6.5K | Hold |
23,750
| – | – | ﹤0.01% | 639 |
|
|
2023
Q4 | $12.6K | Hold |
23,750
| – | – | ﹤0.01% | 616 |
|
|
2023
Q3 | $20.1K | Hold |
23,750
| – | – | ﹤0.01% | 597 |
|
|
2023
Q2 | $29K | Sell |
23,750
-10,500
| -31% | -$12.8K | ﹤0.01% | 545 |
|
|
2023
Q1 | $43.5K | Buy |
+34,250
| New | +$43.5K | ﹤0.01% | 564 |
|