TCI Wealth Advisors’s Pathward Financial CASH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-106
Closed -$4K 2276
2022
Q2
$4K Sell
106
-2
-2% -$75 ﹤0.01% 1592
2022
Q1
$6K Buy
+108
New +$6K ﹤0.01% 1394
2020
Q1
Sell
-65
Closed -$2K 1489
2019
Q4
$2K Buy
+65
New +$2K ﹤0.01% 1108