Bell Investment Advisors’s Pathward Financial CASH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.75K | Hold |
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|
2025
Q1 | $4.38K | Hold |
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|
2024
Q4 | $4.42K | Hold |
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|
2024
Q3 | $3.96K | Hold |
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|
2024
Q2 | $3.4K | Hold |
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|
2024
Q1 | $3.03K | Sell |
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|
2023
Q4 | $3.71K | Buy |
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|
2023
Q3 | $2.77K | Buy |
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|
2023
Q2 | $835 | Buy |
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|
2023
Q1 | $623 | Sell |
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|
2022
Q4 | $1.08K | Buy |
|