Yorktown Management & Research Company’s Pathward Financial CASH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-7,200
| Closed | -$237K | – | 191 |
|
|
2022
Q3 | $237K | Hold |
7,200
| – | – | 0.31% | 158 |
|
|
2022
Q2 | $278K | Sell |
7,200
-2,800
| -28% | -$108K | 0.36% | 128 |
|
|
2022
Q1 | $549K | Hold |
10,000
| – | – | 0.47% | 78 |
|
|
2021
Q4 | $597K | Hold |
10,000
| – | – | 0.4% | 88 |
|
|
2021
Q3 | $525K | Hold |
10,000
| – | – | 0.39% | 93 |
|
|
2021
Q2 | $506K | Buy |
+10,000
| New | +$506K | 0.4% | 91 |
|