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Opal Wealth Advisors’s Pathward Financial CASH Stock Holding History

Opal Wealth Advisors’s Portfolio CASH Stock Details CASH Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$36.4K Sell
460
-26
-5% -$2.06K 0.01% 428
2025
Q1 		$35.5K Buy
+486
New +$35.5K 0.01% 406
2024
Q3 		– Sell
-450
Closed -$25.5K – 341
2024
Q2 		$25.5K Buy
+450
New +$25.5K 0.01% 452