Next Century Growth Investors’s Pathward Financial CASH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-55,728
| Closed | -$1.81M | – | 137 |
|
|
2018
Q2 | $1.81M | Sell |
55,728
-23,157
| -29% | -$752K | 0.23% | 112 |
|
|
2018
Q1 | $2.87M | Sell |
78,885
-2,652
| -3% | -$96.5K | 0.38% | 79 |
|
|
2017
Q4 | $2.52M | Sell |
81,537
-3,114
| -4% | -$96.2K | 0.31% | 91 |
|
|
2017
Q3 | $2.21M | Sell |
84,651
-42,678
| -34% | -$1.12M | 0.27% | 103 |
|
|
2017
Q2 | $3.78M | Buy |
127,329
+58,086
| +84% | +$1.72M | 0.36% | 84 |
|
|
2017
Q1 | $2.04M | Buy |
+69,243
| New | +$2.04M | 0.17% | 123 |
|