HWA
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Heritage Wealth Advisors’s UiPath PATH Stock Holding History

Heritage Wealth Advisors’s Portfolio PATH Stock Details PATH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-75
Closed -$1.7K – 531
2024
Q1 		$1.7K Hold
75
– – ﹤0.01% 499
2023
Q4 		$1.86K Buy
+75
New +$1.86K ﹤0.01% 504