HC Financial Advisors’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 |
-128
| Closed | -$5K | – | 314 |
|
|
2021
Q4 | $5K | Hold |
128
| – | – | ﹤0.01% | 279 |
|
|
2021
Q3 | $5K | Hold |
128
| – | – | ﹤0.01% | 273 |
|
|
2021
Q2 | $5K | Hold |
128
| – | – | ﹤0.01% | 284 |
|
|
2021
Q1 | $6K | Hold |
128
| – | – | ﹤0.01% | 282 |
|
|
2020
Q4 | $5K | Hold |
128
| – | – | ﹤0.01% | 297 |
|
|
2020
Q3 | $5K | Hold |
128
| – | – | ﹤0.01% | 310 |
|
|
2020
Q2 | $5K | Hold |
128
| – | – | ﹤0.01% | 289 |
|
|
2020
Q1 | $5K | Buy |
+128
| New | +$5K | ﹤0.01% | 290 |
|