PA Capital’s Pathward Financial CASH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-24,593
| Closed | -$534K | – | 166 |
|
|
2020
Q1 | $534K | Sell |
24,593
-23,277
| -49% | -$505K | 0.47% | 80 |
|
|
2019
Q4 | $1.75M | Sell |
47,870
-7,216
| -13% | -$263K | 1.55% | 9 |
|
|
2019
Q3 | $1.8M | Sell |
55,086
-14,037
| -20% | -$458K | 1.77% | 9 |
|
|
2019
Q2 | $1.94M | Buy |
69,123
+7,405
| +12% | +$208K | 1.76% | 13 |
|
|
2019
Q1 | $1.22M | Buy |
+61,718
| New | +$1.22M | 1.08% | 28 |
|