Legato Capital Management’s Pathward Financial CASH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-26,490
| Closed | -$730K | – | 170 |
|
|
2018
Q3 | $730K | Sell |
26,490
-54,210
| -67% | -$1.49M | 0.14% | 122 |
|
|
2018
Q2 | $2.62M | Hold |
80,700
| – | – | 0.47% | 72 |
|
|
2018
Q1 | $2.94M | Hold |
80,700
| – | – | 0.5% | 68 |
|
|
2017
Q4 | $2.49M | Hold |
80,700
| – | – | 0.36% | 84 |
|
|
2017
Q3 | $2.11M | Buy |
80,700
+18,300
| +29% | +$478K | 0.31% | 89 |
|
|
2017
Q2 | $1.85M | Buy |
+62,400
| New | +$1.85M | 0.79% | 27 |
|