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WealthPLAN Partners’s Pathward Financial CASH Stock Holding History

WealthPLAN Partners’s Portfolio CASH Stock Details CASH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-215
Closed -$8.92K – 1278
2023
Q1 		$8.92K Buy
+215
New +$8.92K ﹤0.01% 885