Schechter Investment Advisors’s Pathward Financial CASH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $232K | Hold |
3,180
| – | – | 0.02% | 524 |
|
|
2024
Q4 | $234K | Hold |
3,180
| – | – | 0.02% | 539 |
|
|
2024
Q3 | $210K | Buy |
+3,180
| New | +$210K | 0.02% | 580 |
|
|
2022
Q3 | – | Sell |
-19,580
| Closed | -$757K | – | 953 |
|
|
2022
Q2 | $757K | Sell |
19,580
-5
| -0% | -$193 | 0.07% | 377 |
|
|
2022
Q1 | $1.08M | Hold |
19,585
| – | – | 0.1% | 280 |
|
|
2021
Q4 | $1.17M | Buy |
+19,585
| New | +$1.17M | 0.11% | 251 |
|