WR Wealth Planners’s Cass Information Systems CASS Stock Holding History

WR Wealth Planners’s Portfolio CASS Stock Details CASS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$8.97K	Hold
2024 Q3	$9.06K	Buy
2024 Q2	$8.72K	Buy
2024 Q1	$10.5K	Buy
2023 Q4	–	Sell
2023 Q3	$3.9K	Buy
2023 Q2	$4.03K	Buy
2023 Q1	$4.46K	Buy
2022 Q4	$4.69K	Hold
2022 Q3	$3.53K	Buy