Next Financial Group’s Pathward Financial CASH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-325
| Closed | -$12K | – | 2533 |
|
|
2020
Q4 | $12K | Hold |
325
| – | – | ﹤0.01% | 1701 |
|
|
2020
Q3 | $6K | Buy |
+325
| New | +$6K | ﹤0.01% | 1769 |
|
|
2019
Q4 | – | Sell |
-182
| Closed | -$6K | – | 2370 |
|
|
2019
Q3 | $6K | Buy |
182
+35
| +24% | +$1.15K | ﹤0.01% | 1850 |
|
|
2019
Q2 | $4K | Hold |
147
| – | – | ﹤0.01% | 1929 |
|
|
2019
Q1 | $3K | Buy |
147
+141
| +2,350% | +$2.88K | ﹤0.01% | 1357 |
|
|
2018
Q4 | $0 | Buy |
+6
| New | – | ﹤0.01% | 1965 |
|