Crossmark Global Holdings’s Pathward Financial CASH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-11,170
| Closed | -$215K | – | 1388 |
|
|
2020
Q3 | $215K | Hold |
11,170
| – | – | 0.01% | 1194 |
|
|
2020
Q2 | $203K | Buy |
11,170
+950
| +9% | +$17.3K | 0.01% | 1231 |
|
|
2020
Q1 | $222K | Buy |
10,220
+20
| +0.2% | +$434 | 0.01% | 1000 |
|
|
2019
Q4 | $372K | Buy |
+10,200
| New | +$372K | 0.01% | 989 |
|
|
2018
Q4 | – | Sell |
-26,010
| Closed | -$239K | – | 1413 |
|
|
2018
Q3 | $239K | Buy |
26,010
+16,650
| +178% | +$153K | 0.01% | 1456 |
|
|
2018
Q2 | $304K | Buy |
9,360
+480
| +5% | +$15.6K | 0.01% | 1295 |
|
|
2018
Q1 | $323K | Sell |
8,880
-360
| -4% | -$13.1K | 0.01% | 1218 |
|
|
2017
Q4 | $285K | Sell |
9,240
-3,720
| -29% | -$115K | 0.01% | 1400 |
|
|
2017
Q3 | $339K | Buy |
+12,960
| New | +$339K | 0.01% | 1233 |
|
|
2016
Q3 | $339K | Buy |
+12,960
| New | +$339K | 0.01% | 1233 |
|