Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-17
| Closed | -$2K | – | 709 |
|
|
2019
Q1 | $2K | Sell |
17
-1
| -6% | -$118 | ﹤0.01% | 2127 |
|
|
2018
Q4 | $2K | Sell |
18
-4
| -18% | -$444 | ﹤0.01% | 2061 |
|
|
2018
Q3 | $3K | Buy |
22
+5
| +29% | +$682 | ﹤0.01% | 2005 |
|
|
2018
Q2 | $2K | Sell |
17
-6
| -26% | -$706 | ﹤0.01% | 2122 |
|
|
2018
Q1 | $3K | Buy |
23
+6
| +35% | +$783 | ﹤0.01% | 1997 |
|
|
2017
Q4 | $2K | Hold |
17
| – | – | ﹤0.01% | 2096 |
|
|
2017
Q3 | $2K | Sell |
17
-2
| -11% | -$235 | ﹤0.01% | 1961 |
|
|
2017
Q2 | $2K | Buy |
19
+7
| +58% | +$737 | ﹤0.01% | 1967 |
|
|
2017
Q1 | $1K | Buy |
12
+7
| +140% | +$583 | ﹤0.01% | 1775 |
|
|
2016
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 1625 |
|
|
2016
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 1624 |
|
|
2016
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 1591 |
|
|
2016
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 1629 |
|
|
2015
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 1600 |
|