TFO Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2
| Closed | -$637 | – | 172 |
|
|
2024
Q1 | $637 | Sell |
2
-1
| -33% | -$319 | ﹤0.01% | 219 |
|
|
2023
Q4 | $824 | Hold |
3
| – | – | ﹤0.01% | 233 |
|
|
2023
Q3 | $732 | Buy |
3
+1
| +50% | +$244 | ﹤0.01% | 353 |
|
|
2023
Q2 | $488 | Hold |
2
| – | – | ﹤0.01% | 288 |
|
|
2023
Q1 | $433 | Buy |
2
+1
| +100% | +$217 | ﹤0.01% | 278 |
|
|
2022
Q4 | $79 | Buy |
+1
| New | +$79 | ﹤0.01% | 816 |
|