EverSource Wealth Advisors’s Pathward Financial CASH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.3K | Buy |
433
+432
| +43,200% | +$34.2K | ﹤0.01% | 1872 |
|
|
2025
Q1 | $73 | Sell |
1
-10
| -91% | -$730 | ﹤0.01% | 3860 |
|
|
2024
Q4 | $809 | Buy |
+11
| New | +$809 | ﹤0.01% | 3035 |
|
|
2022
Q3 | – | Sell |
-40
| Closed | -$2K | – | 1985 |
|
|
2022
Q2 | $2K | Sell |
40
-15
| -27% | -$750 | ﹤0.01% | 1472 |
|
|
2022
Q1 | $3K | Hold |
55
| – | – | ﹤0.01% | 1402 |
|
|
2021
Q4 | $3K | Buy |
+55
| New | +$3K | ﹤0.01% | 1398 |
|