Liberty Wealth Management’s Cass Information Systems CASS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-286
| Closed | -$13K | – | 299 |
|
|
2021
Q3 | $13K | Buy |
286
+143
| +100% | +$6.5K | ﹤0.01% | 751 |
|
|
2021
Q2 | $6K | Buy |
143
+5
| +4% | +$210 | ﹤0.01% | 749 |
|
|
2021
Q1 | $5K | Hold |
138
| – | – | ﹤0.01% | 693 |
|
|
2020
Q4 | $5K | Buy |
138
+1
| +0.7% | +$36 | ﹤0.01% | 687 |
|
|
2020
Q3 | $6K | Buy |
137
+99
| +261% | +$4.34K | ﹤0.01% | 590 |
|
|
2020
Q2 | $1K | Buy |
+38
| New | +$1K | ﹤0.01% | 767 |
|