TWA
TCI Wealth Advisors’s Casey's General Stores CASY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-73
| Closed | -$15.8K | – | 524 |
|
|
2023
Q1 | $15.8K | Sell |
73
-62
| -46% | -$13.4K | ﹤0.01% | 829 |
|
|
2022
Q4 | $30.3K | Buy |
135
+19
| +16% | +$4.26K | ﹤0.01% | 541 |
|
|
2022
Q3 | $23K | Buy |
116
+3
| +3% | +$595 | ﹤0.01% | 591 |
|
|
2022
Q2 | $21K | Hold |
113
| – | – | ﹤0.01% | 620 |
|
|
2022
Q1 | $22K | Sell |
113
-28
| -20% | -$5.45K | ﹤0.01% | 649 |
|
|
2021
Q4 | $28K | Buy |
141
+9
| +7% | +$1.79K | ﹤0.01% | 559 |
|
|
2021
Q3 | $25K | Buy |
132
+9
| +7% | +$1.71K | ﹤0.01% | 579 |
|
|
2021
Q2 | $24K | Buy |
123
+10
| +9% | +$1.95K | ﹤0.01% | 540 |
|
|
2021
Q1 | $24K | Buy |
113
+43
| +61% | +$9.13K | 0.01% | 506 |
|
|
2020
Q4 | $13K | Buy |
70
+7
| +11% | +$1.3K | 0.01% | 555 |
|
|
2020
Q3 | $11K | Hold |
63
| – | – | ﹤0.01% | 539 |
|
|
2020
Q2 | $9K | Sell |
63
-2
| -3% | -$286 | ﹤0.01% | 581 |
|
|
2020
Q1 | $9K | Sell |
65
-29
| -31% | -$4.02K | ﹤0.01% | 574 |
|
|
2019
Q4 | $15K | Hold |
94
| – | – | 0.01% | 613 |
|
|
2019
Q3 | $15K | Hold |
94
| – | – | 0.01% | 537 |
|
|
2019
Q2 | $15K | Sell |
94
-45
| -32% | -$7.18K | 0.01% | 521 |
|
|
2019
Q1 | $18K | Hold |
139
| – | – | 0.01% | 507 |
|
|
2018
Q4 | $18K | Sell |
139
-32
| -19% | -$4.14K | 0.01% | 485 |
|
|
2018
Q3 | $22K | Buy |
171
+10
| +6% | +$1.29K | 0.01% | 466 |
|
|
2018
Q2 | $17K | Hold |
161
| – | – | 0.01% | 513 |
|
|
2018
Q1 | $18K | Hold |
161
| – | – | 0.01% | 498 |
|
|
2017
Q4 | $18K | Hold |
161
| – | – | 0.01% | 514 |
|
|
2017
Q3 | $18K | Hold |
161
| – | – | 0.01% | 475 |
|
|
2017
Q2 | $17K | Hold |
161
| – | – | 0.01% | 482 |
|
|
2017
Q1 | $18K | Hold |
161
| – | – | 0.01% | 458 |
|
|
2016
Q4 | $19K | Hold |
161
| – | – | 0.01% | 494 |
|
|
2016
Q3 | $19K | Hold |
161
| – | – | 0.01% | 452 |
|
|
2016
Q2 | $21K | Sell |
161
-19
| -11% | -$2.48K | 0.01% | 430 |
|
|
2016
Q1 | $20K | Sell |
180
-271
| -60% | -$30.1K | 0.01% | 439 |
|
|
2015
Q4 | $54K | Buy |
+451
| New | +$54K | 0.03% | 294 |
|