Acrospire Investment Management’s Pathward Financial CASH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,242
| Closed | -$37K | – | 233 |
|
|
2017
Q2 | $37K | Buy |
+1,242
| New | +$37K | 0.03% | 1125 |
|
|
2017
Q1 | – | Sell |
-951
| Closed | -$33K | – | 2224 |
|
|
2016
Q4 | $33K | Sell |
951
-1,800
| -65% | -$62.5K | 0.01% | 1597 |
|
|
2016
Q3 | $56K | Hold |
2,751
| – | – | 0.04% | 977 |
|
|
2016
Q2 | $47K | Buy |
+2,751
| New | +$47K | 0.03% | 1103 |
|