Covestor’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 | $12K | Sell |
154
-18
| -10% | -$1.4K | 0.01% | 1450 |
|
|
2025
Q1 | $13K | Sell |
172
-14
| -8% | -$1.06K | 0.01% | 1336 |
|
|
2024
Q4 | $14K | Buy |
186
+13
| +8% | +$978 | 0.01% | 1334 |
|
|
2024
Q3 | $11K | Sell |
173
-53
| -23% | -$3.37K | 0.01% | 1479 |
|
|
2024
Q2 | $13K | Sell |
226
-17
| -7% | -$978 | 0.01% | 1359 |
|
|
2024
Q1 | $12K | Sell |
243
-312
| -56% | -$15.4K | 0.01% | 1425 |
|
|
2023
Q4 | $29K | Sell |
555
-224
| -29% | -$11.7K | 0.02% | 1058 |
|
|
2023
Q3 | $36K | Sell |
779
-18
| -2% | -$832 | 0.03% | 896 |
|
|
2023
Q2 | $37K | Buy |
797
+256
| +47% | +$11.9K | 0.03% | 895 |
|
|
2023
Q1 | $23K | Buy |
541
+532
| +5,911% | +$22.6K | 0.02% | 954 |
|
|
2022
Q4 | $0 | Buy |
9
+2
| +29% | – | ﹤0.01% | 2094 |
|
|
2022
Q3 | $0 | Sell |
7
-3
| -30% | – | ﹤0.01% | 2025 |
|
|
2022
Q2 | $0 | Sell |
10
-4
| -29% | – | ﹤0.01% | 1926 |
|
|
2022
Q1 | $1K | Buy |
14
+1
| +8% | +$71 | ﹤0.01% | 1736 |
|
|
2021
Q4 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 1664 |
|