IFP Advisors’s Casa Systems, Inc. Common Stock CASA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-350
| Closed | -$7K | – | 4561 |
|
|
2022
Q4 | $7K | Hold |
350
| – | – | ﹤0.01% | 3651 |
|
|
2022
Q3 | $7K | Hold |
350
| – | – | ﹤0.01% | 3897 |
|
|
2022
Q2 | $7K | Hold |
350
| – | – | ﹤0.01% | 3644 |
|
|
2022
Q1 | $7K | Buy |
+350
| New | +$7K | ﹤0.01% | 3644 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4796 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4596 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4457 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4247 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 4087 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3894 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3786 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3737 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3740 |
|
|
2019
Q1 | $3K | Buy |
336
+192
| +133% | +$1.71K | ﹤0.01% | 2040 |
|
|
2018
Q4 | $2K | Hold |
144
| – | – | ﹤0.01% | 3168 |
|
|
2018
Q3 | $2K | Buy |
144
+36
| +33% | +$500 | ﹤0.01% | 3562 |
|
|
2018
Q2 | $2K | Buy |
+108
| New | +$2K | ﹤0.01% | 3598 |
|
|
2016
Q2 | – | Sell |
-336
| Closed | -$3K | – | 4250 |
|
|
2016
Q1 | $3K | Buy |
+336
| New | +$3K | ﹤0.01% | 2040 |
|