Bogart Wealth LLC’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	$2.14K	Hold	27	–	–	﹤0.01%	1091
2025 Q1	$1.97K	Sell	27 -29	-52%	-$2.12K	﹤0.01%	1060
2024 Q4	$4.12K	Buy	+56	New	+$4.12K	﹤0.01%	926