Ancora Advisors’s Pathward Financial CASH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-220
| Closed | -$11.1K | – | 1806 |
|
|
2024
Q1 | $11.1K | Hold |
220
| – | – | ﹤0.01% | 1262 |
|
|
2023
Q4 | $11.6K | Hold |
220
| – | – | ﹤0.01% | 1223 |
|
|
2023
Q3 | $10.1K | Hold |
220
| – | – | ﹤0.01% | 1242 |
|
|
2023
Q2 | $10.2K | Hold |
220
| – | – | ﹤0.01% | 1243 |
|
|
2023
Q1 | $9.13K | Hold |
220
| – | – | ﹤0.01% | 1258 |
|
|
2022
Q4 | $9K | Hold |
220
| – | – | ﹤0.01% | 1317 |
|
|
2022
Q3 | $7K | Hold |
220
| – | – | ﹤0.01% | 1520 |
|
|
2022
Q2 | $9K | Hold |
220
| – | – | ﹤0.01% | 1570 |
|
|
2022
Q1 | $12K | Hold |
220
| – | – | ﹤0.01% | 1639 |
|
|
2021
Q4 | $13K | Hold |
220
| – | – | ﹤0.01% | 1694 |
|
|
2021
Q3 | $12K | Buy |
+220
| New | +$12K | ﹤0.01% | 1600 |
|