LJAC
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L.J. Altfest & Co’s Pathward Financial CASH Stock Holding History

L.J. Altfest & Co’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 		$238K Hold
3,014
– – 0.03% 304
2025
Q1 		$220K Hold
3,014
– – 0.03% 302
2024
Q4 		$222K Buy
+3,014
New +$222K 0.03% 300