Assured 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,270
| Closed | -$25K | – | 169 |
|
|
2019
Q1 | $25K | Sell |
1,270
-781
| -38% | -$15.4K | ﹤0.01% | 996 |
|
|
2018
Q4 | $40K | Sell |
2,051
-24,814
| -92% | -$484K | ﹤0.01% | 1034 |
|
|
2018
Q3 | $740K | Buy |
26,865
+16,365
| +156% | +$451K | 0.01% | 623 |
|
|
2018
Q2 | $341K | Buy |
10,500
+1,119
| +12% | +$36.3K | 0.01% | 890 |
|
|
2018
Q1 | $341K | Buy |
+9,381
| New | +$341K | 0.01% | 847 |
|