Creative Planning’s Pathward Financial CASH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-126
| Closed | -$4K | – | 2110 |
|
|
2017
Q2 | $4K | Buy |
126
+120
| +2,000% | +$3.81K | ﹤0.01% | 4012 |
|
|
2017
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 4504 |
|
|
2016
Q4 | $0 | Sell |
6
-594
| -99% | – | ﹤0.01% | 4437 |
|
|
2016
Q3 | $3K | Hold |
600
| – | – | ﹤0.01% | 3964 |
|
|
2016
Q2 | $3K | Buy |
+600
| New | +$3K | ﹤0.01% | 3770 |
|