LWP
Lumature Wealth Partners’s Casey's General Stores CASY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $59.8K | Buy |
245
+7
| +3% | +$1.71K | 0.04% | 213 |
|
|
2023
Q1 | $51.5K | Hold |
238
| – | – | 0.03% | 217 |
|
|
2022
Q4 | $53.4K | Hold |
238
| – | – | 0.03% | 215 |
|
|
2022
Q3 | $48K | Hold |
238
| – | – | 0.03% | 231 |
|
|
2022
Q2 | $44K | Sell |
238
-72
| -23% | -$13.3K | 0.02% | 240 |
|
|
2022
Q1 | $61K | Buy |
310
+138
| +80% | +$27.2K | 0.02% | 242 |
|
|
2021
Q4 | $34K | Buy |
172
+67
| +64% | +$13.2K | 0.01% | 253 |
|
|
2021
Q3 | $20K | Buy |
105
+50
| +91% | +$9.52K | 0.01% | 286 |
|
|
2021
Q2 | $11K | Buy |
55
+30
| +120% | +$6K | ﹤0.01% | 291 |
|
|
2021
Q1 | $5K | Buy |
+25
| New | +$5K | ﹤0.01% | 314 |
|