EWA
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Encompass Wealth Advisors’s Casey's General Stores CASY Stock Holding History

Encompass Wealth Advisors’s Portfolio CASY Stock Details CASY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,150
Closed -$808K – 101
2024
Q3 		$808K Hold
2,150
– – 0.2% 102
2024
Q2 		$820K Buy
2,150
+450
+26% +$172K 0.22% 93
2024
Q1 		$541K Buy
+1,700
New +$541K 0.14% 137