CWM
CASA
Congress Wealth Management’s Casa Systems, Inc. Common Stock CASA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-38,595
| Closed | -$32.7K | – | 676 |
|
|
2023
Q3 | $32.7K | Hold |
38,595
| – | – | ﹤0.01% | 595 |
|
|
2023
Q2 | $47.1K | Hold |
38,595
| – | – | ﹤0.01% | 548 |
|
|
2023
Q1 | $49K | Hold |
38,595
| – | – | ﹤0.01% | 549 |
|
|
2022
Q4 | $105K | Hold |
38,595
| – | – | ﹤0.01% | 551 |
|
|
2022
Q3 | $121K | Hold |
38,595
| – | – | ﹤0.01% | 539 |
|
|
2022
Q2 | $152K | Hold |
38,595
| – | – | ﹤0.01% | 541 |
|
|
2022
Q1 | $174K | Sell |
38,595
-19,545
| -34% | -$88.1K | ﹤0.01% | 587 |
|
|
2021
Q4 | $330K | Buy |
+58,140
| New | +$330K | 0.01% | 517 |
|