Shaker Investments’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
-31,665
Closed -$688K 82
2020
Q1
$688K Sell
31,665
-7,955
-20% -$173K 0.59% 42
2019
Q4
$1.45M Buy
39,620
+16,225
+69% +$593K 0.86% 36
2019
Q3
$763K Buy
+23,395
New +$763K 0.5% 50