Advisor Group’s Pathward Financial CASH Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | $98K | Sell |
2,682
-226
| -8% | -$8.26K | ﹤0.01% | 2957 |
|
2019
Q3 | $94K | Sell |
2,908
-464
| -14% | -$15K | ﹤0.01% | 2923 |
|
2019
Q2 | $95K | Buy |
3,372
+128
| +4% | +$3.61K | ﹤0.01% | 2894 |
|
2019
Q1 | $64K | Sell |
3,244
-3,344
| -51% | -$66K | ﹤0.01% | 3199 |
|
2018
Q4 | $127K | Buy |
6,588
+3,942
| +149% | +$76K | ﹤0.01% | 2432 |
|
2018
Q3 | $73K | Sell |
2,646
-13,098
| -83% | -$361K | ﹤0.01% | 2986 |
|
2018
Q2 | $511K | Buy |
15,744
+933
| +6% | +$30.3K | 0.01% | 1288 |
|
2018
Q1 | $540K | Sell |
14,811
-1,869
| -11% | -$68.1K | 0.01% | 1267 |
|
2017
Q4 | $515K | Buy |
16,680
+3,795
| +29% | +$117K | 0.01% | 1310 |
|
2017
Q3 | $337K | Buy |
12,885
+4,182
| +48% | +$109K | 0.01% | 1446 |
|
2017
Q2 | $258K | Buy |
8,703
+1,938
| +29% | +$57.5K | ﹤0.01% | 1598 |
|
2017
Q1 | $199K | Buy |
6,765
+3,462
| +105% | +$102K | ﹤0.01% | 1660 |
|
2016
Q4 | $112K | Buy |
3,303
+2,856
| +639% | +$96.8K | ﹤0.01% | 1987 |
|
2016
Q3 | $9K | Sell |
447
-75
| -14% | -$1.51K | ﹤0.01% | 3603 |
|
2016
Q2 | $8K | Buy |
+522
| New | +$8K | ﹤0.01% | 3568 |
|