Bell Investment Advisors’s Pathward Financial CASH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.75K | Hold |
60
| – | – | ﹤0.01% | 1001 |
|
|
2025
Q1 | $4.38K | Hold |
60
| – | – | ﹤0.01% | 979 |
|
|
2024
Q4 | $4.42K | Hold |
60
| – | – | ﹤0.01% | 982 |
|
|
2024
Q3 | $3.96K | Hold |
60
| – | – | ﹤0.01% | 1057 |
|
|
2024
Q2 | $3.4K | Hold |
60
| – | – | ﹤0.01% | 1113 |
|
|
2024
Q1 | $3.03K | Sell |
60
-10
| -14% | -$505 | ﹤0.01% | 1166 |
|
|
2023
Q4 | $3.71K | Buy |
70
+10
| +17% | +$529 | ﹤0.01% | 1037 |
|
|
2023
Q3 | $2.77K | Buy |
60
+42
| +233% | +$1.94K | ﹤0.01% | 1129 |
|
|
2023
Q2 | $835 | Buy |
18
+3
| +20% | +$139 | ﹤0.01% | 1643 |
|
|
2023
Q1 | $623 | Sell |
15
-10
| -40% | -$415 | ﹤0.01% | 1725 |
|
|
2022
Q4 | $1.08K | Buy |
+25
| New | +$1.08K | ﹤0.01% | 1545 |
|