Plante Moran Financial Advisors’s Casey's General Stores CASY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-45
| Closed | -$8K | – | 898 |
|
|
2020
Q3 | $8K | Buy |
+45
| New | +$8K | ﹤0.01% | 627 |
|
|
2018
Q2 | – | Sell |
-600
| Closed | -$66K | – | 829 |
|
|
2018
Q1 | $66K | Hold |
600
| – | – | 0.04% | 299 |
|
|
2017
Q4 | $67K | Buy |
+600
| New | +$67K | 0.04% | 291 |
|
|
2015
Q1 | – | Sell |
-100
| Closed | -$9K | – | 724 |
|
|
2014
Q4 | $9K | Hold |
100
| – | – | 0.01% | 553 |
|
|
2014
Q3 | $7K | Buy |
+100
| New | +$7K | 0.01% | 611 |
|
|
2014
Q2 | – | Sell |
-100
| Closed | -$7K | – | 828 |
|
|
2014
Q1 | $7K | Buy |
+100
| New | +$7K | 0.01% | 425 |
|