IHT Wealth Management’s UiPath PATH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-9,190
| Closed | -$208K | – | 1061 |
|
|
2024
Q1 | $208K | Buy |
9,190
+35
| +0.4% | +$793 | 0.01% | 932 |
|
|
2023
Q4 | $227K | Buy |
+9,155
| New | +$227K | 0.01% | 871 |
|
|
2022
Q1 | – | Sell |
-5,635
| Closed | -$243K | – | 827 |
|
|
2021
Q4 | $243K | Buy |
5,635
+1,507
| +37% | +$65K | 0.02% | 688 |
|
|
2021
Q3 | $217K | Buy |
+4,128
| New | +$217K | 0.02% | 711 |
|