Dynamic Advisor Solutions’s UiPath PATH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-11,191
| Closed | -$142K | – | 783 |
|
|
2022
Q4 | $142K | Sell |
11,191
-1,416
| -11% | -$18K | 0.01% | 683 |
|
|
2022
Q3 | $159K | Buy |
12,607
+926
| +8% | +$11.7K | 0.01% | 640 |
|
|
2022
Q2 | $212K | Buy |
+11,681
| New | +$212K | 0.02% | 633 |
|
|
2022
Q1 | – | Sell |
-12,883
| Closed | -$556K | – | 762 |
|
|
2021
Q4 | $556K | Buy |
12,883
+3,238
| +34% | +$140K | 0.04% | 399 |
|
|
2021
Q3 | $507K | Buy |
+9,645
| New | +$507K | 0.04% | 442 |
|