Institutional & Family Asset Management’s Pathward Financial CASH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $25.5K | Hold |
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|
2024
Q1 | $22.7K | Hold |
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|
2023
Q4 | $23.8K | Hold |
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|
2023
Q3 | $20.7K | Hold |
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|
2023
Q2 | $20.9K | Hold |
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|
2023
Q1 | $18.7K | Hold |
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|
2022
Q4 | $19.4K | Hold |
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|
2022
Q3 | $15K | Hold |
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|
2022
Q2 | $17K | Hold |
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|
2022
Q1 | $25K | Hold |
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|
2021
Q4 | $27K | Sell |
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|
2021
Q3 | $76K | Hold |
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|
2021
Q2 | $73K | Hold |
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|
2021
Q1 | $66K | Hold |
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|
2020
Q4 | $53K | Hold |
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|
2020
Q3 | $28K | Hold |
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|
2020
Q2 | $26K | Hold |
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|
2020
Q1 | $31K | Buy |
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|
2019
Q4 | $16K | Hold |
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|
2019
Q3 | $15K | Hold |
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|
2019
Q2 | $13K | Hold |
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|
2019
Q1 | $9K | Hold |
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|
2018
Q4 | $9K | Hold |
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|
2018
Q3 | $12K | Buy |
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