Steward Partners Investment Advisory’s Casa Systems, Inc. Common Stock CASA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-15,800
| Closed | -$101K | – | 2796 |
|
|
2019
Q2 | $101K | Sell |
15,800
-100
| -0.6% | -$639 | ﹤0.01% | 1057 |
|
|
2019
Q1 | $131K | Hold |
15,900
| – | – | 0.01% | 767 |
|
|
2018
Q4 | $208K | Sell |
15,900
-1,200
| -7% | -$15.7K | 0.01% | 703 |
|
|
2018
Q3 | $252K | Buy |
17,100
+1,500
| +10% | +$22.1K | 0.01% | 666 |
|
|
2018
Q2 | $255K | Buy |
+15,600
| New | +$255K | 0.02% | 603 |
|