Sequoia Financial Advisors’s Pathward Financial CASH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-6,000
| Closed | -$304K | – | 285 |
|
|
2021
Q2 | $304K | Buy |
+6,000
| New | +$304K | 0.01% | 374 |
|
|
2020
Q4 | – | Sell |
-43,542
| Closed | -$837K | – | 421 |
|
|
2020
Q3 | $837K | Hold |
43,542
| – | – | 0.04% | 183 |
|
|
2020
Q2 | $791K | Sell |
43,542
-506
| -1% | -$9.19K | 0.05% | 177 |
|
|
2020
Q1 | $957K | Sell |
44,048
-10,594
| -19% | -$230K | 0.07% | 124 |
|
|
2019
Q4 | $2M | Hold |
54,642
| – | – | 0.13% | 95 |
|
|
2019
Q3 | $1.78M | Sell |
54,642
-22,877
| -30% | -$746K | 0.13% | 92 |
|
|
2019
Q2 | $2.17M | Sell |
77,519
-23,823
| -24% | -$668K | 0.16% | 80 |
|
|
2019
Q1 | $1.99M | Buy |
+101,342
| New | +$1.99M | 0.16% | 80 |
|