Y-Intercept (HK)’s Pathward Financial CASH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,774
| Closed | -$241K | – | 1438 |
|
|
2024
Q1 | $241K | Sell |
4,774
-1,644
| -26% | -$83K | 0.02% | 1068 |
|
|
2023
Q4 | $340K | Sell |
6,418
-4,057
| -39% | -$215K | 0.03% | 770 |
|
|
2023
Q3 | $483K | Buy |
10,475
+3,509
| +50% | +$162K | 0.05% | 571 |
|
|
2023
Q2 | $323K | Sell |
6,966
-1,122
| -14% | -$52K | 0.03% | 740 |
|
|
2023
Q1 | $336K | Buy |
+8,088
| New | +$336K | 0.04% | 722 |
|