Gemmer Asset Management’s Pathward Financial CASH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-102
| Closed | -$5K | – | 258 |
|
|
2022
Q1 | $5K | Hold |
102
| – | – | ﹤0.01% | 914 |
|
|
2021
Q4 | $6K | Hold |
102
| – | – | ﹤0.01% | 904 |
|
|
2021
Q3 | $5K | Hold |
102
| – | – | ﹤0.01% | 926 |
|
|
2021
Q2 | $5K | Hold |
102
| – | – | ﹤0.01% | 1056 |
|
|
2021
Q1 | $5K | Hold |
102
| – | – | ﹤0.01% | 1035 |
|
|
2020
Q4 | $4K | Hold |
102
| – | – | ﹤0.01% | 1046 |
|
|
2020
Q3 | $2K | Buy |
+102
| New | +$2K | ﹤0.01% | 1168 |
|
|
2020
Q1 | – | Sell |
-128
| Closed | -$5K | – | 1279 |
|
|
2019
Q4 | $5K | Hold |
128
| – | – | ﹤0.01% | 931 |
|
|
2019
Q3 | $4K | Hold |
128
| – | – | ﹤0.01% | 1027 |
|
|
2019
Q2 | $4K | Buy |
+128
| New | +$4K | ﹤0.01% | 1006 |
|