IronBridge Private Wealth’s Cass Information Systems CASS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-108
| Closed | -$4K | – | 70 |
|
|
2021
Q4 | $4K | Hold |
108
| – | – | ﹤0.01% | 247 |
|
|
2021
Q3 | $5K | Hold |
108
| – | – | ﹤0.01% | 202 |
|
|
2021
Q2 | $4K | Hold |
108
| – | – | ﹤0.01% | 221 |
|
|
2021
Q1 | $5K | Hold |
108
| – | – | ﹤0.01% | 202 |
|
|
2020
Q4 | $4K | Buy |
+108
| New | +$4K | ﹤0.01% | 203 |
|