Alpine Woods Capital Investors’s Pathward Financial CASH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
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|
2017
Q4 | $239K | Hold |
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|
2017
Q3 | $202K | Sell |
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|
2017
Q2 | $496K | Hold |
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|
2017
Q1 | $493K | Buy |
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|
2016
Q4 | $244K | Sell |
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|
2016
Q3 | $420K | Hold |
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|
2016
Q2 | $353K | Sell |
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|
2016
Q1 | $407K | Sell |
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|
2015
Q4 | $491K | Buy |
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|
2015
Q3 | $367K | Sell |
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|
2015
Q2 | $549K | Hold |
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|
2015
Q1 | $508K | Hold |
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|
2014
Q4 | $448K | Sell |
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|
2014
Q3 | $640K | Buy |
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|
2014
Q2 | $706 | Buy |
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|
2014
Q1 | $610K | Buy |
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