Systematic Financial Management’s Pathward Financial CASH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-12,555
| Closed | -$273K | – | 508 |
|
|
2020
Q1 | $273K | Buy |
+12,555
| New | +$273K | 0.02% | 336 |
|
|
2017
Q3 | – | Sell |
-58,920
| Closed | -$1.75M | – | 634 |
|
|
2017
Q2 | $1.75M | Buy |
+58,920
| New | +$1.75M | 0.03% | 411 |
|
|
2016
Q4 | – | Sell |
-69,984
| Closed | -$1.41M | – | 639 |
|
|
2016
Q3 | $1.41M | Sell |
69,984
-7,635
| -10% | -$154K | 0.02% | 518 |
|
|
2016
Q2 | $1.32M | Buy |
+77,619
| New | +$1.32M | 0.02% | 513 |
|