FineMark National Bank & Trust’s Cass Information Systems CASS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-66
| Closed | -$4K | – | 457 |
|
|
2016
Q4 | $4K | Hold |
66
| – | – | ﹤0.01% | 1080 |
|
|
2016
Q3 | $3K | Hold |
66
| – | – | ﹤0.01% | 1111 |
|
|
2016
Q2 | $3K | Hold |
66
| – | – | ﹤0.01% | 1136 |
|
|
2016
Q1 | $3K | Hold |
66
| – | – | ﹤0.01% | 1087 |
|
|
2015
Q4 | $3K | Hold |
66
| – | – | ﹤0.01% | 1100 |
|
|
2015
Q3 | $2K | Hold |
66
| – | – | ﹤0.01% | 1229 |
|
|
2015
Q2 | $3K | Hold |
66
| – | – | ﹤0.01% | 1177 |
|
|
2015
Q1 | $3K | Hold |
66
| – | – | ﹤0.01% | 1179 |
|
|
2014
Q4 | $3K | Hold |
66
| – | – | ﹤0.01% | 1213 |
|
|
2014
Q3 | $2K | Hold |
66
| – | – | ﹤0.01% | 1242 |
|
|
2014
Q2 | $2K | Hold |
66
| – | – | ﹤0.01% | 1274 |
|
|
2014
Q1 | $3K | Hold |
66
| – | – | ﹤0.01% | 1231 |
|
|
2013
Q4 | $3K | Hold |
66
| – | – | ﹤0.01% | 1232 |
|
|
2013
Q3 | $3K | Hold |
66
| – | – | ﹤0.01% | 1189 |
|
|
2013
Q2 | $2K | Buy |
+66
| New | +$2K | ﹤0.01% | 1245 |
|