Retirement Guys Formula’s Pathward Financial CASH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-83,793	Closed	-$84K	–	125
2022 Q2	$84K	Sell	83,793 -2,859	-3%	-$2.87K	0.09%	122
2022 Q1	$87K	Sell	86,652 -748	-0.9%	-$751	0.06%	131
2021 Q4	$87K	Buy	+87,400	New	+$87K	0.07%	113