Commonwealth Equity Services’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 | $1.08M | Buy |
76,499
+6,983
| +10% | +$98.2K | ﹤0.01% | 2498 |
|
|
2025
Q1 | $785K | Buy |
69,516
+22,095
| +47% | +$250K | ﹤0.01% | 2658 |
|
|
2024
Q4 | $552K | Buy |
47,421
+19,001
| +67% | +$221K | ﹤0.01% | 2883 |
|
|
2024
Q3 | $317K | Buy |
28,420
+5,569
| +24% | +$62.1K | ﹤0.01% | 3303 |
|
|
2024
Q2 | $276K | Buy |
22,851
+4,551
| +25% | +$55K | ﹤0.01% | 3362 |
|
|
2024
Q1 | $272K | Buy |
+18,300
| New | +$272K | ﹤0.01% | 3358 |
|