Schechter Investment Advisors’s Pathward Financial CASH Stock Holding History

Schechter Investment Advisors’s Portfolio CASH Stock Details CASH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$232K	Hold
2024 Q4	$234K	Hold
2024 Q3	$210K	Buy
2022 Q3	–	Sell
2022 Q2	$757K	Sell
2022 Q1	$1.07M	Hold
2021 Q4	$1.17M	Buy