MA
Mutual Advisors’s Pathward Financial CASH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-10,178
| Closed | -$461K | – | 824 |
|
|
2021
Q1 | $461K | Hold |
10,178
| – | – | 0.03% | 505 |
|
|
2020
Q4 | $372K | Buy |
+10,178
| New | +$372K | 0.03% | 543 |
|
|
2020
Q2 | – | Sell |
-17,125
| Closed | -$372K | – | 650 |
|
|
2020
Q1 | $372K | Buy |
17,125
+8,479
| +98% | +$184K | 0.05% | 351 |
|
|
2019
Q4 | $316K | Buy |
+8,646
| New | +$316K | 0.03% | 450 |
|
|
2019
Q1 | – | Sell |
-10,863
| Closed | -$211K | – | 481 |
|
|
2018
Q4 | $211K | Buy |
+10,863
| New | +$211K | 0.04% | 390 |
|