WFA
CASA

Wipfli Financial Advisors’s Casa Systems, Inc. Common Stock CASA Stock Holding History

Wipfli Financial Advisors’s Portfolio CASA Stock Details CASA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$313K Buy
+100,000
New +$313K 0.02% 317
2022
Q2 		– Sell
-50,000
Closed -$226K – 104
2022
Q1 		$226K Buy
+50,000
New +$226K 0.02% 91