Rothschild Investment LLC’s Pathward Financial CASH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.56K | Buy |
45
+10
| +29% | +$791 | ﹤0.01% | 1679 |
|
|
2025
Q1 | $2.55K | Buy |
35
+15
| +75% | +$1.09K | ﹤0.01% | 1747 |
|
|
2024
Q4 | $1.47K | Hold |
20
| – | – | ﹤0.01% | 1984 |
|
|
2024
Q3 | $1.32K | Buy |
20
+15
| +300% | +$990 | ﹤0.01% | 1967 |
|
|
2024
Q2 | $283 | Hold |
5
| – | – | ﹤0.01% | 2327 |
|
|
2024
Q1 | $252 | Buy |
+5
| New | +$252 | ﹤0.01% | 1644 |
|