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One Wealth Advisors’s Pathward Financial CASH Stock Holding History

One Wealth Advisors’s Portfolio CASH Stock Details CASH Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-3,861
Closed -$119K – 523
2017
Q4 		$119K Buy
+3,861
New +$119K 0.1% 173