Valeo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-303
| Closed | -$9K | – | 1550 |
|
|
2019
Q2 | $9K | Hold |
303
| – | – | ﹤0.01% | 1037 |
|
|
2019
Q1 | $6K | Buy |
303
+1
| +0.3% | +$20 | ﹤0.01% | 1081 |
|
|
2018
Q4 | $6K | Sell |
302
-604
| -67% | -$12K | ﹤0.01% | 995 |
|
|
2018
Q3 | $8K | Buy |
906
+603
| +199% | +$5.33K | ﹤0.01% | 1016 |
|
|
2018
Q2 | $9K | Buy |
303
+3
| +1% | +$89 | ﹤0.01% | 954 |
|
|
2018
Q1 | $11K | Hold |
300
| – | – | ﹤0.01% | 891 |
|
|
2017
Q4 | $9K | Hold |
300
| – | – | ﹤0.01% | 850 |
|
|
2017
Q3 | $8K | Buy |
+300
| New | +$8K | ﹤0.01% | 741 |
|