Institutional & Family Asset Management’s Pathward Financial CASH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $25.5K | Hold |
450
| – | – | ﹤0.01% | 306 |
|
|
2024
Q1 | $22.7K | Hold |
450
| – | – | ﹤0.01% | 316 |
|
|
2023
Q4 | $23.8K | Hold |
450
| – | – | ﹤0.01% | 300 |
|
|
2023
Q3 | $20.7K | Hold |
450
| – | – | ﹤0.01% | 300 |
|
|
2023
Q2 | $20.9K | Hold |
450
| – | – | ﹤0.01% | 306 |
|
|
2023
Q1 | $18.7K | Hold |
450
| – | – | ﹤0.01% | 316 |
|
|
2022
Q4 | $19.4K | Hold |
450
| – | – | ﹤0.01% | 307 |
|
|
2022
Q3 | $15K | Hold |
450
| – | – | ﹤0.01% | 337 |
|
|
2022
Q2 | $17K | Hold |
450
| – | – | ﹤0.01% | 328 |
|
|
2022
Q1 | $25K | Hold |
450
| – | – | ﹤0.01% | 325 |
|
|
2021
Q4 | $27K | Sell |
450
-1,000
| -69% | -$60K | ﹤0.01% | 332 |
|
|
2021
Q3 | $76K | Hold |
1,450
| – | – | 0.01% | 269 |
|
|
2021
Q2 | $73K | Hold |
1,450
| – | – | 0.01% | 282 |
|
|
2021
Q1 | $66K | Hold |
1,450
| – | – | 0.01% | 315 |
|
|
2020
Q4 | $53K | Hold |
1,450
| – | – | 0.01% | 314 |
|
|
2020
Q3 | $28K | Hold |
1,450
| – | – | 0.01% | 355 |
|
|
2020
Q2 | $26K | Hold |
1,450
| – | – | 0.01% | 373 |
|
|
2020
Q1 | $31K | Buy |
1,450
+1,000
| +222% | +$21.4K | 0.01% | 308 |
|
|
2019
Q4 | $16K | Hold |
450
| – | – | ﹤0.01% | 443 |
|
|
2019
Q3 | $15K | Hold |
450
| – | – | ﹤0.01% | 427 |
|
|
2019
Q2 | $13K | Hold |
450
| – | – | ﹤0.01% | 466 |
|
|
2019
Q1 | $9K | Hold |
450
| – | – | ﹤0.01% | 512 |
|
|
2018
Q4 | $9K | Hold |
450
| – | – | ﹤0.01% | 487 |
|
|
2018
Q3 | $12K | Buy |
+450
| New | +$12K | ﹤0.01% | 499 |
|