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