YorkBridge Wealth Partners’s Pathward Financial CASH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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% | +$724 | ﹤0.01% | 712 |
|
|
2017
Q4 | $2K | Buy |
66
+18
| +38% | +$545 | ﹤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 | +$1K | ﹤0.01% | 816 |
|