Creative Planning’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 |
-50,000
| Closed | -$13.7K | – | 3121 |
|
|
2024
Q1 | $13.7K | Hold |
50,000
| – | – | ﹤0.01% | 2825 |
|
|
2023
Q4 | $26.5K | Hold |
50,000
| – | – | ﹤0.01% | 2664 |
|
|
2023
Q3 | $42.4K | Hold |
50,000
| – | – | ﹤0.01% | 2483 |
|
|
2023
Q2 | $61K | Hold |
50,000
| – | – | ﹤0.01% | 2401 |
|
|
2023
Q1 | $63.5K | Hold |
50,000
| – | – | ﹤0.01% | 2287 |
|
|
2022
Q4 | $137K | Buy |
+50,000
| New | +$137K | ﹤0.01% | 2094 |
|