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Synergy Asset Management’s Pathward Financial CASH Stock Holding History

Synergy Asset Management’s Portfolio CASH Stock Details CASH Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-36,575
Closed -$7.75M – 94
2023
Q1 		$7.75M Buy
+36,575
New +$7.75M 1.86% 15