Adirondack Retirement Specialists’s Pathward Financial CASH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	$15.7M	Buy	339,709 +10,908	+3%	+$503K	12.17%	2
2023 Q2	$15.2M	Buy	328,801 +45,124	+16%	+$2.09M	11.96%	1
2023 Q1	$11.7M	Buy	+283,677	New	+$11.7M	9.73%	2