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TPG Financial Advisors’s Cass Information Systems CASS Stock Holding History

TPG Financial Advisors’s Portfolio CASS Stock Details CASS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-19,419
Closed -$1.12M – 47
2019
Q4 		$1.12M Buy
+19,419
New +$1.12M 0.92% 21