Disciplina Capital Management’s Pathward Financial CASH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-948
Closed -$69.8K 65
2024
Q4
$69.8K Hold
948
0.01% 42
2024
Q3
$62.6K Buy
+948
New +$62.6K 0.01% 42