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YorkBridge Wealth Partners’s Pathward Financial CASH Stock Holding History

YorkBridge Wealth Partners’s Portfolio CASH Stock Details CASH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-87
Closed -$3K – 762
2018
Q2 		$3K Hold
87
– – ﹤0.01% 724
2018
Q1 		$3K Buy
87
+21
+32% +$751 ﹤0.01% 712
2017
Q4 		$2K Buy
66
+18
+38% +$522 ﹤0.01% 787
2017
Q3 		$1K Hold
48
– – ﹤0.01% 833
2017
Q2 		$1K Hold
48
– – ﹤0.01% 826
2017
Q1 		$1K Buy
+48
New +$1.48K ﹤0.01% 816

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RJA
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SCC
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