IFP Advisors’s Patria Investments PAX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1
| Closed | -$11 | – | 3709 |
|
|
2025
Q1 | $11 | Hold |
1
| – | – | ﹤0.01% | 4223 |
|
|
2024
Q4 | $12 | Buy |
+1
| New | +$12 | ﹤0.01% | 4520 |
|
|
2023
Q3 | – | Sell |
-5
| Closed | -$72 | – | 3486 |
|
|
2023
Q2 | $72 | Hold |
5
| – | – | ﹤0.01% | 3366 |
|
|
2023
Q1 | $100 | Hold |
5
| – | – | ﹤0.01% | 3309 |
|
|
2022
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 4430 |
|
|
2022
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 4632 |
|
|
2022
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 4408 |
|
|
2022
Q1 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 4408 |
|