PFO
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Pathstone Family Office’s Workiva WK Stock Holding History

Pathstone Family Office’s Portfolio WK Stock Details WK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-3,206
Closed -$437K – 1513
2022
Q4 		$437K Buy
+3,206
New +$437K ﹤0.01% 1160