Edge Wealth Management’s Patrick Industries PATK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-62	Closed	-$3K	–	351
2021 Q4	$3K	Hold	62	–	–	﹤0.01%	395
2021 Q3	$3K	Buy	62 +2	+3%	+$107	﹤0.01%	402
2021 Q2	$3K	Hold	60	–	–	﹤0.01%	375
2021 Q1	$3K	Hold	60	–	–	﹤0.01%	366
2020 Q4	$3K	Hold	60	–	–	﹤0.01%	319
2020 Q3	$2K	Buy	60 +1	+2%	+$40	﹤0.01%	392
2020 Q2	$2K	Sell	59 -1	-2%	-$30	﹤0.01%	615
2020 Q1	$1K	Buy	60 +1	+2%	+$32	﹤0.01%	588
2019 Q4	$2K	Hold	59	–	–	﹤0.01%	538
2019 Q3	$1K	Hold	59	–	–	﹤0.01%	563
2019 Q2	$2K	Hold	59	–	–	﹤0.01%	536
2019 Q1	$2K	Sell	59 -10,500	-99%	-$291K	﹤0.01%	520
2018 Q4	$208K	Buy	10,559 +10,500	+17,797%	+$298K	0.06%	133
2018 Q3	$2K	Sell	59 -4,500	-99%	-$185K	﹤0.01%	554
2018 Q2	$173K	Buy	4,559 +4,500	+7,627%	+$177K	0.04%	151
2018 Q1	$2K	Hold	59	–	–	﹤0.01%	513
2017 Q4	$2K	Sell	59 -225	-79%	-$9.25K	﹤0.01%	482
2017 Q3	$11K	Sell	284 -14,400	-98%	-$475K	﹤0.01%	357
2017 Q2	$469K	Sell	14,684 -3,316	-18%	-$103K	0.15%	84
2017 Q1	$569K	Buy	+18,000	New	+$622K	0.2%	69
2014 Q1	–	Sell	-33,750	Closed	-$289K	–	426
2013 Q4	$289K	Buy	+33,750	New	+$298K	0.13%	77