IWA
Intercontinental Wealth Advisors’s Cass Information Systems CASS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-13,445
| Closed | -$473K | – | 183 |
|
|
2020
Q1 | $473K | Buy |
+13,445
| New | +$473K | 0.25% | 90 |
|
|
2019
Q2 | – | Sell |
-597
| Closed | -$28K | – | 402 |
|
|
2019
Q1 | $28K | Hold |
597
| – | – | 0.01% | 269 |
|
|
2018
Q4 | $32K | Buy |
+597
| New | +$32K | 0.02% | 261 |
|