Piedmont Investment Advisors’s Pathward Financial CASH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-6,384
Closed -$207K 1226
2018
Q2
$207K Buy
6,384
+558
+10% +$18.1K 0.01% 825
2018
Q1
$212K Buy
+5,826
New +$212K 0.01% 690