Parallel Advisors’s Pathward Financial CASH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-45
| Closed | -$3.31K | – | 3518 |
|
|
2024
Q4 | $3.31K | Buy |
+45
| New | +$3.31K | ﹤0.01% | 2774 |
|
|
2023
Q4 | – | Sell |
-8
| Closed | -$369 | – | 3334 |
|
|
2023
Q3 | $369 | Hold |
8
| – | – | ﹤0.01% | 3157 |
|
|
2023
Q2 | $371 | Buy |
+8
| New | +$371 | ﹤0.01% | 3160 |
|