Edge Wealth Management’s Patrick Industries PATK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-62
Closed -$3K 352
2021
Q4
$3K Hold
62
﹤0.01% 394
2021
Q3
$3K Buy
62
+2
+3% +$97 ﹤0.01% 402
2021
Q2
$3K Hold
60
﹤0.01% 374
2021
Q1
$3K Hold
60
﹤0.01% 366
2020
Q4
$3K Hold
60
﹤0.01% 319
2020
Q3
$2K Buy
60
+1
+2% +$33 ﹤0.01% 390
2020
Q2
$2K Sell
59
-1
-2% -$34 ﹤0.01% 608
2020
Q1
$1K Buy
60
+1
+2% +$17 ﹤0.01% 583
2019
Q4
$2K Hold
59
﹤0.01% 536
2019
Q3
$1K Hold
59
﹤0.01% 550
2019
Q2
$2K Hold
59
﹤0.01% 523
2019
Q1
$2K Sell
59
-10,500
-99% -$356K ﹤0.01% 512
2018
Q4
$208K Buy
10,559
+10,500
+17,797% +$207K 0.06% 133
2018
Q3
$2K Sell
59
-4,500
-99% -$153K ﹤0.01% 545
2018
Q2
$173K Buy
4,559
+4,500
+7,627% +$171K 0.04% 151
2018
Q1
$2K Hold
59
﹤0.01% 507
2017
Q4
$2K Sell
59
-225
-79% -$7.63K ﹤0.01% 479
2017
Q3
$11K Sell
284
-14,400
-98% -$558K ﹤0.01% 355
2017
Q2
$469K Sell
14,684
-3,316
-18% -$106K 0.15% 84
2017
Q1
$569K Buy
+18,000
New +$569K 0.2% 69
2014
Q1
Sell
-33,750
Closed -$289K 426
2013
Q4
$289K Buy
+33,750
New +$289K 0.13% 77