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Denali Advisors’s Pathward Financial CASH Stock Holding History

Denali Advisors’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
Q2 		$3.83M Hold
48,370
– – 0.4% 81
2025
Q1 		$3.53M Hold
48,370
– – 0.4% 79
2024
Q4 		$3.56M Hold
48,370
– – 0.37% 91
2024
Q3 		$3.19M Buy
+48,370
New +$3.19M 0.34% 99