Burleson & Co’s UiPath PATH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-2,100
| Closed | -$26K | – | 429 |
|
2022
Q3 | $26K | Buy |
+2,100
| New | +$26K | 0.01% | 225 |
|
2022
Q2 | – | Sell |
-191,385
| Closed | -$4.13M | – | 483 |
|
2022
Q1 | $4.13M | Buy |
191,385
+28,003
| +17% | +$605K | 0.66% | 37 |
|
2021
Q4 | $7.05M | Buy |
163,382
+30,817
| +23% | +$1.33M | 1.03% | 25 |
|
2021
Q3 | $6.97M | Buy |
132,565
+132,265
| +44,088% | +$6.96M | 1.04% | 25 |
|
2021
Q2 | $20K | Buy |
+300
| New | +$20K | ﹤0.01% | 229 |
|