Carmel Capital Partners’s Pathward Financial CASH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,708
| Closed | -$311K | – | 149 |
|
|
2024
Q3 | $311K | Sell |
4,708
-121
| -3% | -$7.99K | 0.12% | 122 |
|
|
2024
Q2 | $273K | Sell |
4,829
-2
| -0% | -$113 | 0.12% | 123 |
|
|
2024
Q1 | $244K | Hold |
4,831
| – | – | 0.1% | 140 |
|
|
2023
Q4 | $256K | Buy |
4,831
+4,056
| +523% | +$215K | 0.13% | 125 |
|
|
2023
Q3 | $35.7K | Buy |
+775
| New | +$35.7K | 0.02% | 276 |
|