Evoke Wealth’s Cass Information Systems CASS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-58
| Closed | -$2K | – | 1172 |
|
|
2021
Q4 | $2K | Sell |
58
-1
| -2% | -$34 | ﹤0.01% | 1028 |
|
|
2021
Q3 | $2K | Sell |
59
-51
| -46% | -$1.73K | ﹤0.01% | 989 |
|
|
2021
Q2 | $4K | Hold |
110
| – | – | ﹤0.01% | 921 |
|
|
2021
Q1 | $5K | Hold |
110
| – | – | ﹤0.01% | 831 |
|
|
2020
Q4 | $4K | Hold |
110
| – | – | ﹤0.01% | 751 |
|
|
2020
Q3 | $4K | Hold |
110
| – | – | ﹤0.01% | 698 |
|
|
2020
Q2 | $4K | Buy |
+110
| New | +$4K | ﹤0.01% | 702 |
|