Optimum Investment Advisors’s UiPath PATH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-300
| Closed | -$5.27K | – | 737 |
|
2023
Q1 | $5.27K | Buy |
+300
| New | +$5.27K | ﹤0.01% | 619 |
|
2022
Q4 | – | Sell |
-100
| Closed | -$1K | – | 806 |
|
2022
Q3 | $1K | Hold |
100
| – | – | ﹤0.01% | 769 |
|
2022
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 754 |
|
2022
Q1 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 789 |
|