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Confluence Wealth Services’s Casey's General Stores CASY Stock Holding History

Confluence Wealth Services’s Portfolio CASY Stock Details CASY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-2,600
Closed -$536K – 235
2022
Q2 		$536K Hold
2,600
– – 0.24% 134
2022
Q1 		$515K Hold
2,600
– – 0.19% 139
2021
Q4 		$513K Buy
+2,600
New +$513K 0.17% 139