PFO
PINC

Pathstone Family Office’s Premier PINC Stock Holding History

Pathstone Family Office’s Portfolio PINC Stock Details PINC Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
2023
Q2 		$499K Buy
2023
Q1 		$562K Sell
2022
Q4 		$1.15M Sell
2022
Q3 		$1.28M Buy
2022
Q2 		$694K Sell
2022
Q1 		$723K Buy
2021
Q4 		$764K Buy
2021
Q3 		$609K Buy
2021
Q2 		$455K Buy