Pinnacle Wealth Planning Services’s Pathward Financial CASH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-55	Closed	-$4.05K	–	404
2024 Q4	$4.05K	Buy	+55	New	+$4.05K	﹤0.01%	389
2021 Q1	–	Sell	-40	Closed	-$1K	–	601
2020 Q4	$1K	Buy	+40	New	+$1K	﹤0.01%	2072