GPS Wealth Strategies Group’s Pathward Financial CASH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,096
| Closed | -$189K | – | 1252 |
|
|
2023
Q3 | $189K | Buy |
4,096
+214
| +6% | +$9.86K | 0.04% | 253 |
|
|
2023
Q2 | $180K | Hold |
3,882
| – | – | 0.03% | 256 |
|
|
2023
Q1 | $161K | Buy |
+3,882
| New | +$161K | 0.03% | 261 |
|
|
2022
Q4 | – | Sell |
-2,901
| Closed | -$96K | – | 255 |
|
|
2022
Q3 | $96K | Buy |
2,901
+77
| +3% | +$2.55K | 0.02% | 312 |
|
|
2022
Q2 | $109K | Sell |
2,824
-1,239
| -30% | -$47.8K | 0.03% | 298 |
|
|
2022
Q1 | $223K | Buy |
4,063
+385
| +10% | +$21.1K | 0.05% | 193 |
|
|
2021
Q4 | $219K | Sell |
3,678
-33
| -0.9% | -$1.97K | 0.05% | 201 |
|
|
2021
Q3 | $195K | Buy |
3,711
+72
| +2% | +$3.78K | 0.05% | 208 |
|
|
2021
Q2 | $184K | Buy |
3,639
+2,029
| +126% | +$103K | 0.05% | 217 |
|
|
2021
Q1 | $72K | Buy |
+1,610
| New | +$72K | 0.02% | 329 |
|