Parallel Advisors’s Pathward Financial CASH Stock Holding History

Parallel Advisors’s Portfolio CASH Stock Details CASH Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$535	Buy
2025 Q1	–	Sell
2024 Q4	$3.31K	Buy
2023 Q4	–	Sell
2023 Q3	$369	Hold
2023 Q2	$371	Buy