Lodestone Wealth Management’s Pathward Financial CASH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,423
| Closed | -$1.96M | – | 153 |
|
|
2024
Q3 | $1.96M | Buy |
3,423
+1
| +0% | +$572 | 0.98% | 35 |
|
|
2024
Q2 | $1.73M | Sell |
3,422
-8
| -0.2% | -$4.03K | 0.91% | 41 |
|
|
2024
Q1 | $1.67M | Sell |
3,430
-26
| -0.8% | -$12.6K | 0.87% | 45 |
|
|
2023
Q4 | $1.22M | Sell |
3,456
-4
| -0.1% | -$1.42K | 0.71% | 51 |
|
|
2023
Q3 | $1.04M | Hold |
3,460
| – | – | 0.73% | 49 |
|
|
2023
Q2 | $993K | Buy |
+3,460
| New | +$993K | 0.68% | 51 |
|