True Wealth Design’s Pathward Financial CASH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.35K Hold
17
﹤0.01% 1347
2025
Q1
$1.24K Buy
+17
New +$1.24K ﹤0.01% 1189