CIA
Cascade Investment Advisors’s ePlus PLUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-16,264
| Closed | -$993K | – | 115 |
|
|
2025
Q1 | $993K | Buy |
16,264
+260
| +2% | +$15.9K | 0.67% | 74 |
|
|
2024
Q4 | $1.18M | Buy |
16,004
+275
| +2% | +$20.3K | 0.76% | 67 |
|
|
2024
Q3 | $1.55M | Buy |
15,729
+30
| +0.2% | +$2.95K | 0.98% | 45 |
|
|
2024
Q2 | $1.16M | Buy |
15,699
+310
| +2% | +$22.8K | 0.78% | 65 |
|
|
2024
Q1 | $1.21M | Buy |
15,389
+2,915
| +23% | +$229K | 0.79% | 65 |
|
|
2023
Q4 | $996K | Buy |
+12,474
| New | +$996K | 0.71% | 72 |
|