Greenwich Wealth Management’s Pathward Financial CASH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-3,376
Closed -$458K 239
2022
Q3
$458K Buy
3,376
+139
+4% +$18.9K 0.05% 158
2022
Q2
$522K Buy
+3,237
New +$522K 0.07% 155