Brinker Capital Investments’s Pathward Financial CASH Stock Holding History

Brinker Capital Investments’s Portfolio CASH Stock Details CASH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$386K	Sell
2025 Q2	$419K	Sell
2025 Q1	$430K	Sell
2024 Q4	$444K	Sell
2024 Q3	$416K	Buy
2024 Q2	$280K	Sell
2024 Q1	$277K	Sell
2023 Q4	$330K	Buy
2023 Q3	$215K	Buy