Dearborn Partners’s Pathward Financial CASH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-101,514
| Closed | -$1.34M | – | 225 |
|
|
2015
Q1 | $1.34M | Sell |
101,514
-14,628
| -13% | -$194K | 0.12% | 144 |
|
|
2014
Q4 | $1.36M | Sell |
116,142
-8,226
| -7% | -$96.1K | 0.12% | 151 |
|
|
2014
Q3 | $1.46M | Buy |
124,368
+47,421
| +62% | +$557K | 0.14% | 142 |
|
|
2014
Q2 | $1.03M | Buy |
+76,947
| New | +$1.03M | 0.1% | 163 |
|