TrueWealth LLC’s Cass Information Systems CASS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $3K | Hold |
69
| – | – | ﹤0.01% | 601 |
|
|
2020
Q1 | $2K | Hold |
69
| – | – | ﹤0.01% | 638 |
|
|
2019
Q4 | $4K | Hold |
69
| – | – | ﹤0.01% | 591 |
|
|
2019
Q3 | $4K | Hold |
69
| – | – | ﹤0.01% | 572 |
|
|
2019
Q2 | $3K | Hold |
69
| – | – | ﹤0.01% | 609 |
|
|
2019
Q1 | $3K | Hold |
69
| – | – | ﹤0.01% | 624 |
|
|
2018
Q4 | $4K | Sell |
69
-1
| -1% | -$58 | ﹤0.01% | 576 |
|
|
2018
Q3 | $4K | Hold |
70
| – | – | ﹤0.01% | 643 |
|
|
2018
Q2 | $4K | Hold |
70
| – | – | ﹤0.01% | 649 |
|
|
2018
Q1 | $3K | Hold |
70
| – | – | ﹤0.01% | 645 |
|
|
2017
Q4 | $3K | Buy |
+70
| New | +$3K | ﹤0.01% | 748 |
|