Seizert Capital Partners’s Pathward Financial CASH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-28,855
Closed -$1.9M 163
2024
Q3
$1.9M Sell
28,855
-288
-1% -$19K 0.09% 114
2024
Q2
$1.65M Buy
+29,143
New +$1.65M 0.08% 117