CAPTRUST Financial Advisors’s Casa Systems, Inc. Common Stock CASA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-496
| Closed | -$2K | – | 4322 |
|
|
2022
Q2 | $2K | Hold |
496
| – | – | ﹤0.01% | 4542 |
|
|
2022
Q1 | $2K | Hold |
496
| – | – | ﹤0.01% | 4574 |
|
|
2021
Q4 | $3K | Hold |
496
| – | – | ﹤0.01% | 4326 |
|
|
2021
Q3 | $3K | Hold |
496
| – | – | ﹤0.01% | 4173 |
|
|
2021
Q2 | $4K | Hold |
496
| – | – | ﹤0.01% | 3976 |
|
|
2021
Q1 | $5K | Sell |
496
-329
| -40% | -$3.32K | ﹤0.01% | 3761 |
|
|
2020
Q4 | $5K | Buy |
+825
| New | +$5K | ﹤0.01% | 2880 |
|