Coppell Advisory Solutions’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 |
-133
| Closed | -$8.67K | – | 1996 |
|
|
2024
Q3 | $8.67K | Hold |
133
| – | – | ﹤0.01% | 1127 |
|
|
2024
Q2 | $7.52K | Buy |
+133
| New | +$7.52K | ﹤0.01% | 1096 |
|
|
2023
Q4 | $7.04K | Hold |
133
| – | – | ﹤0.01% | 1026 |
|
|
2023
Q3 | $5.73K | Hold |
133
| – | – | ﹤0.01% | 696 |
|
|
2023
Q2 | $6.19K | Buy |
+133
| New | +$6.19K | ﹤0.01% | 808 |
|
|
2023
Q1 | – | Sell |
-133
| Closed | -$5.73K | – | 334 |
|
|
2022
Q4 | $5.73K | Buy |
+133
| New | +$5.73K | ﹤0.01% | 700 |
|