Smartleaf Asset Management’s Pathward Financial CASH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.6K | Sell |
456
-64
| -12% | -$5.14K | ﹤0.01% | 1294 |
|
|
2025
Q1 | $37.8K | Sell |
520
-31
| -6% | -$2.25K | ﹤0.01% | 1293 |
|
|
2024
Q4 | $40.9K | Buy |
551
+414
| +302% | +$30.7K | ﹤0.01% | 1266 |
|
|
2024
Q3 | $8.93K | Buy |
137
+29
| +27% | +$1.89K | ﹤0.01% | 1825 |
|
|
2024
Q2 | $6.06K | Buy |
+108
| New | +$6.06K | ﹤0.01% | 1707 |
|