Navellier & Associates’s Pathward Financial CASH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-14,018
| Closed | -$770K | – | 281 |
|
|
2022
Q1 | $770K | Sell |
14,018
-832
| -6% | -$45.7K | 0.13% | 141 |
|
|
2021
Q4 | $886K | Buy |
14,850
+3,613
| +32% | +$216K | 0.13% | 146 |
|
|
2021
Q3 | $590K | Buy |
+11,237
| New | +$590K | 0.09% | 175 |
|
|
2017
Q4 | – | Sell |
-11,079
| Closed | -$290K | – | 297 |
|
|
2017
Q3 | $290K | Sell |
11,079
-201
| -2% | -$5.26K | 0.06% | 190 |
|
|
2017
Q2 | $335K | Sell |
11,280
-915
| -8% | -$27.2K | 0.05% | 236 |
|
|
2017
Q1 | $360K | Buy |
12,195
+393
| +3% | +$11.6K | 0.05% | 224 |
|
|
2016
Q4 | $405K | Buy |
+11,802
| New | +$405K | 0.07% | 190 |
|