Concord Wealth Partners’s UiPath PATH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-42
| Closed | -$533 | – | 1001 |
|
|
2024
Q2 | $533 | Hold |
42
| – | – | ﹤0.01% | 757 |
|
|
2024
Q1 | $952 | Hold |
42
| – | – | ﹤0.01% | 795 |
|
|
2023
Q4 | $1.04K | Sell |
42
-117
| -74% | -$2.91K | ﹤0.01% | 758 |
|
|
2023
Q3 | $2.72K | Sell |
159
-269
| -63% | -$4.6K | ﹤0.01% | 821 |
|
|
2023
Q2 | $7.09K | Buy |
428
+159
| +59% | +$2.64K | ﹤0.01% | 651 |
|
|
2023
Q1 | $4.72K | Sell |
269
-2,640
| -91% | -$46.4K | ﹤0.01% | 679 |
|
|
2022
Q4 | $37K | Buy |
+2,909
| New | +$37K | 0.01% | 420 |
|
|
2022
Q3 | – | Sell |
-5,751
| Closed | -$105K | – | 832 |
|
|
2022
Q2 | $105K | Buy |
+5,751
| New | +$105K | 0.03% | 257 |
|
|
2022
Q1 | – | Sell |
-43
| Closed | -$2K | – | 1356 |
|
|
2021
Q4 | $2K | Buy |
+43
| New | +$2K | ﹤0.01% | 1152 |
|