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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
2020
Q1
$473K Buy
2019
Q2
Sell
2019
Q1
$28K Hold
2018
Q4
$32K Buy