WR Wealth Planners’s Cass Information Systems CASS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $8.97K | Hold |
219
| – | – | ﹤0.01% | 609 |
|
|
2024
Q3 | $9.06K | Buy |
219
+1
| +0.5% | +$41 | ﹤0.01% | 646 |
|
|
2024
Q2 | $8.73K | Buy |
218
+1
| +0.5% | +$40 | ﹤0.01% | 618 |
|
|
2024
Q1 | $10.5K | Buy |
+217
| New | +$10.5K | ﹤0.01% | 588 |
|
|
2023
Q4 | – | Sell |
-105
| Closed | -$3.9K | – | 275 |
|
|
2023
Q3 | $3.9K | Buy |
105
+1
| +1% | +$37 | ﹤0.01% | 705 |
|
|
2023
Q2 | $4.03K | Buy |
104
+1
| +1% | +$39 | ﹤0.01% | 708 |
|
|
2023
Q1 | $4.46K | Buy |
103
+1
| +1% | +$43 | ﹤0.01% | 694 |
|
|
2022
Q4 | $4.69K | Hold |
102
| – | – | ﹤0.01% | 331 |
|
|
2022
Q3 | $3.53K | Buy |
+102
| New | +$3.53K | ﹤0.01% | 345 |
|