Heritage Wealth Management (Arizona)’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
Q4 | $422K | Buy |
9,214
+5,028
| +120% | +$230K | 0.06% | 243 |
|
|
2022
Q3 | $145K | Buy |
4,186
+157
| +4% | +$5.44K | 0.05% | 284 |
|
|
2022
Q2 | $136K | Buy |
4,029
+963
| +31% | +$32.5K | 0.05% | 303 |
|
|
2022
Q1 | $113K | Buy |
+3,066
| New | +$113K | 0.03% | 353 |
|
|
2021
Q3 | $64K | Buy |
1,538
+259
| +20% | +$10.8K | 0.02% | 417 |
|
|
2021
Q2 | $52K | Buy |
1,279
+534
| +72% | +$21.7K | 0.02% | 445 |
|
|
2021
Q1 | $34K | Buy |
+745
| New | +$34K | 0.02% | 430 |
|