Heritage Wealth Management (Arizona)’s Casey's General Stores CASY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | $12.6K | Buy |
56
+28
| +100% | +$6.28K | ﹤0.01% | 741 |
|
2022
Q3 | $6K | Hold |
28
| – | – | ﹤0.01% | 727 |
|
2022
Q2 | $5.18K | Hold |
28
| – | – | ﹤0.01% | 764 |
|
2022
Q1 | $6K | Buy |
+28
| New | +$6K | ﹤0.01% | 771 |
|
2021
Q3 | $5K | Hold |
28
| – | – | ﹤0.01% | 721 |
|
2021
Q2 | $5K | Hold |
28
| – | – | ﹤0.01% | 737 |
|
2021
Q1 | $6K | Buy |
+28
| New | +$6K | ﹤0.01% | 623 |
|