Advisornet Financial’s Patria Investments PAX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $125K | Buy |
8,925
+1,685
| +23% | +$23.7K | 0.01% | 697 |
|
|
2025
Q1 | $81.7K | Buy |
7,240
+1,750
| +32% | +$19.8K | 0.01% | 783 |
|
|
2024
Q4 | $63.8K | Sell |
5,490
-4,090
| -43% | -$47.6K | 0.01% | 805 |
|
|
2024
Q3 | $107K | Hold |
9,580
| – | – | 0.01% | 682 |
|
|
2024
Q2 | $116K | Hold |
9,580
| – | – | 0.01% | 598 |
|
|
2024
Q1 | $142K | Buy |
9,580
+850
| +10% | +$12.6K | 0.01% | 538 |
|
|
2023
Q4 | $135K | Hold |
8,730
| – | – | 0.01% | 553 |
|
|
2023
Q3 | $127K | Buy |
8,730
+1,250
| +17% | +$18.2K | 0.01% | 552 |
|
|
2023
Q2 | $107K | Buy |
+7,480
| New | +$107K | 0.01% | 636 |
|