JWM
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JFG Wealth Management’s UiPath PATH Stock Holding History

JFG Wealth Management’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
Q1 		– Sell
-15,000
Closed -$373K – 72
2023
Q4 		$373K Buy
+15,000
New +$373K 0.11% 49