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Concord Wealth Partners’s Pathward Financial CASH Stock Holding History

Concord Wealth Partners’s Portfolio CASH Stock Details CASH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-17
Closed -$1.25K – 837
2024
Q4 		$1.25K Hold
17
– – ﹤0.01% 763
2024
Q3 		$1.12K Buy
+17
New +$1.12K ﹤0.01% 814