EverSource Wealth Advisors’s Pathward Financial CASH Stock Holding History

EverSource Wealth Advisors’s Portfolio CASH Stock Details CASH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$34.3K	Buy
2025 Q1	$73	Sell
2024 Q4	$809	Buy
2022 Q3	–	Sell
2022 Q2	$2K	Sell
2022 Q1	$3K	Hold
2021 Q4	$3K	Buy