UBS’s Pathward Financial CASH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $32K | Hold |
2,700
| – | – | ﹤0.01% | 4991 |
|
|
2014
Q2 | $36K | Sell |
2,700
-2,250
| -45% | -$30K | ﹤0.01% | 4853 |
|
|
2014
Q1 | $74K | Buy |
4,950
+3
| +0.1% | +$45 | ﹤0.01% | 4341 |
|
|
2013
Q4 | $67K | Buy |
4,947
+1,842
| +59% | +$24.9K | ﹤0.01% | 4326 |
|
|
2013
Q3 | $39K | Buy |
3,105
+105
| +4% | +$1.32K | ﹤0.01% | 4561 |
|
|
2013
Q2 | $26K | Buy |
+3,000
| New | +$26K | ﹤0.01% | 4714 |
|