Ladenburg Thalmann Financial Services’s Pathward Financial CASH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $358K | Buy |
9,841
+9,805
| +27,236% | +$357K | ﹤0.01% | 2074 |
|
|
2019
Q3 | $1K | Buy |
+36
| New | +$1K | ﹤0.01% | 5082 |
|
|
2019
Q1 | – | Sell |
-780
| Closed | -$15K | – | 5210 |
|
|
2018
Q4 | $15K | Hold |
780
| – | – | ﹤0.01% | 4025 |
|
|
2018
Q3 | $21K | Sell |
780
-471
| -38% | -$12.7K | ﹤0.01% | 3869 |
|
|
2018
Q2 | $45K | Hold |
1,251
| – | – | ﹤0.01% | 3320 |
|
|
2018
Q1 | $45K | Sell |
1,251
-123
| -9% | -$4.42K | ﹤0.01% | 3320 |
|
|
2017
Q4 | $42K | Buy |
1,374
+594
| +76% | +$18.2K | ﹤0.01% | 3337 |
|
|
2017
Q3 | $20K | Sell |
780
-1,350
| -63% | -$34.6K | ﹤0.01% | 3673 |
|
|
2017
Q2 | $63K | Hold |
2,130
| – | – | ﹤0.01% | 2863 |
|
|
2017
Q1 | $63K | Sell |
2,130
-885
| -29% | -$26.2K | ﹤0.01% | 2727 |
|
|
2016
Q4 | $103K | Buy |
+3,015
| New | +$103K | ﹤0.01% | 2300 |
|