GWM
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Guardian Wealth Management’s Pathward Financial CASH Stock Holding History

Guardian Wealth Management’s Portfolio CASH Stock Details CASH Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-228
Closed -$10.5K – 259
2023
Q3 		$10.5K Buy
228
+20
+10% +$923 0.01% 156
2023
Q2 		$9.64K Hold
208
– – 0.01% 161
2023
Q1 		$8.63K Buy
+208
New +$8.63K 0.01% 168