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IBEX Wealth Advisors’s Cass Information Systems CASS Stock Holding History

IBEX Wealth Advisors’s Portfolio CASS Stock Details CASS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-168
Closed -$8K – 119
2016
Q4 		$8K Buy
+168
New +$8K ﹤0.01% 313