CW
CASA

CIC Wealth’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
-10,000
Closed -$2.74K 168
2024
Q1
$2.74K Hold
10,000
﹤0.01% 161
2023
Q4
$5.3K Hold
10,000
﹤0.01% 160
2023
Q3
$8.48K Buy
+10,000
New +$8.48K ﹤0.01% 148