Global Retirement Partners’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 | $316 | Buy |
+4
| New | +$316 | ﹤0.01% | 3618 |
|
|
2024
Q4 | $294 | Sell |
4
-41
| -91% | -$3.01K | ﹤0.01% | 3462 |
|
|
2024
Q3 | $2.97K | Sell |
45
-105
| -70% | -$6.93K | ﹤0.01% | 2786 |
|
|
2024
Q2 | $8.49K | Buy |
+150
| New | +$8.49K | ﹤0.01% | 2388 |
|
|
2022
Q2 | – | Sell |
-2
| Closed | – | – | 2685 |
|
|
2022
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 2634 |
|