Secor Capital Advisors’s Pathward Financial CASH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-14,855
| Closed | -$292K | – | 41 |
|
|
2019
Q1 | $292K | Buy |
+14,855
| New | +$292K | 0.06% | 285 |
|
|
2017
Q3 | – | Sell |
-45,765
| Closed | -$1.36M | – | 376 |
|
|
2017
Q2 | $1.36M | Buy |
45,765
+6,351
| +16% | +$188K | 0.12% | 195 |
|
|
2017
Q1 | $1.16M | Sell |
39,414
-1,905
| -5% | -$56.2K | 0.13% | 186 |
|
|
2016
Q4 | $1.42M | Buy |
41,319
+23,580
| +133% | +$809K | 0.17% | 143 |
|
|
2016
Q3 | $358K | Buy |
+17,739
| New | +$358K | 0.04% | 350 |
|