CWM
Chesapeake Wealth Management’s Casey's General Stores CASY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,110
| Closed | -$220K | – | 166 |
|
|
2022
Q1 | $220K | Sell |
1,110
-1,913
| -63% | -$379K | 0.08% | 178 |
|
|
2021
Q4 | $597K | Buy |
3,023
+102
| +3% | +$20.1K | 0.2% | 106 |
|
|
2021
Q3 | $550K | Sell |
2,921
-116
| -4% | -$21.8K | 0.2% | 110 |
|
|
2021
Q2 | $591K | Buy |
3,037
+36
| +1% | +$7.01K | 0.19% | 114 |
|
|
2021
Q1 | $649K | Buy |
3,001
+75
| +3% | +$16.2K | 0.22% | 103 |
|
|
2020
Q4 | $522K | Buy |
2,926
+354
| +14% | +$63.2K | 0.18% | 121 |
|
|
2020
Q3 | $457K | Buy |
2,572
+525
| +26% | +$93.3K | 0.17% | 123 |
|
|
2020
Q2 | $306K | Buy |
+2,047
| New | +$306K | 0.12% | 158 |
|