Valeo Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-310
| Closed | -$67K | – | 650 |
|
|
2021
Q1 | $67K | Buy |
310
+10
| +3% | +$2.16K | ﹤0.01% | 724 |
|
|
2020
Q4 | $54K | Hold |
300
| – | – | ﹤0.01% | 733 |
|
|
2020
Q3 | $53K | Sell |
300
-60
| -17% | -$10.6K | ﹤0.01% | 625 |
|
|
2020
Q2 | $54K | Buy |
360
+34
| +10% | +$5.1K | ﹤0.01% | 662 |
|
|
2020
Q1 | $47K | Buy |
326
+14
| +4% | +$2.02K | 0.01% | 604 |
|
|
2019
Q4 | $50K | Hold |
312
| – | – | ﹤0.01% | 643 |
|
|
2019
Q3 | $50K | Hold |
312
| – | – | 0.01% | 597 |
|
|
2019
Q2 | $49K | Hold |
312
| – | – | 0.01% | 599 |
|
|
2019
Q1 | $40K | Buy |
312
+300
| +2,500% | +$38.5K | ﹤0.01% | 605 |
|
|
2018
Q4 | $2K | Hold |
12
| – | – | ﹤0.01% | 1255 |
|
|
2018
Q3 | $2K | Hold |
12
| – | – | ﹤0.01% | 1429 |
|
|
2018
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 1427 |
|
|
2018
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 1407 |
|
|
2017
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 1254 |
|
|
2017
Q3 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 1073 |
|