HZ
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Hixon Zuercher’s Pathward Financial CASH Stock Holding History

Hixon Zuercher’s Portfolio CASH Stock Details CASH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-217,905
Closed -$218K – 57
2020
Q2 		$218K Sell
217,905
-1,296,571
-86% -$1.3M 0.19% 51
2020
Q1 		$1.51M Buy
1,514,476
+1,416,736
+1,449% +$1.42M 2.18% 19
2019
Q4 		$98K Buy
+97,740
New +$98K 0.09% 56