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InceptionR’s Pathward Financial CASH Stock Holding History

InceptionR’s Portfolio CASH Stock Details CASH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$249K Buy
+3,151
New +$249K 0.06% 503
2024
Q2 		– Sell
-8,093
Closed -$409K – 609
2024
Q1 		$409K Buy
+8,093
New +$409K 0.11% 339