Inspire Investing’s Pathward Financial CASH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-11,088
Closed -$816K 808
2024
Q4
$816K Buy
+11,088
New +$816K 0.09% 259
2024
Q1
Sell
-14,547
Closed -$770K 802
2023
Q4
$770K Buy
+14,547
New +$770K 0.08% 261