CPA
Clear Perspective Advisors’s Casey's General Stores CASY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-1,225
| Closed | -$134K | – | 492 |
|
|
2018
Q1 | $134K | Hold |
1,225
| – | – | 0.1% | 166 |
|
|
2017
Q4 | $137K | Hold |
1,225
| – | – | 0.1% | 161 |
|
|
2017
Q3 | $134K | Hold |
1,225
| – | – | 0.11% | 160 |
|
|
2017
Q2 | $131K | Buy |
1,225
+100
| +9% | +$10.7K | 0.11% | 151 |
|
|
2017
Q1 | $126K | Buy |
1,125
+25
| +2% | +$2.8K | 0.08% | 151 |
|
|
2016
Q4 | $131K | Buy |
+1,100
| New | +$131K | 0.09% | 148 |
|