CWM
Cordatus Wealth Management’s Casey's General Stores CASY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $1.18M | Sell |
5,451
-257
| -5% | -$55.5K | 0.45% | 91 |
|
|
2020
Q4 | $1.02M | Sell |
5,708
-98
| -2% | -$17.5K | 0.43% | 88 |
|
|
2020
Q3 | $1.03M | Sell |
5,806
-5,325
| -48% | -$946K | 0.5% | 74 |
|
|
2020
Q2 | $1.66M | Buy |
+11,131
| New | +$1.66M | 0.92% | 39 |
|
|
2019
Q4 | – | Sell |
-9,617
| Closed | -$1.55M | – | 122 |
|
|
2019
Q3 | $1.55M | Buy |
+9,617
| New | +$1.55M | 0.81% | 50 |
|
|
2019
Q1 | – | Sell |
-14,001
| Closed | -$1.79M | – | 125 |
|
|
2018
Q4 | $1.79M | Buy |
+14,001
| New | +$1.79M | 1.28% | 25 |
|