PWA
Phoenix Wealth Advisors’s UiPath PATH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-14,952
| Closed | -$356K | – | 119 |
|
|
2023
Q4 | $356K | Sell |
14,952
-335
| -2% | -$7.97K | 0.25% | 79 |
|
|
2023
Q3 | $262K | Sell |
15,287
-109
| -0.7% | -$1.87K | 0.15% | 98 |
|
|
2023
Q2 | $255K | Sell |
15,396
-796
| -5% | -$13.2K | 0.15% | 95 |
|
|
2023
Q1 | $284K | Sell |
16,192
-279
| -2% | -$4.9K | 0.18% | 81 |
|
|
2022
Q4 | $209K | Sell |
16,471
-2,418
| -13% | -$30.7K | 0.13% | 106 |
|
|
2022
Q3 | $238K | Buy |
+18,889
| New | +$238K | 0.24% | 95 |
|
|
2021
Q4 | – | Sell |
-13,553
| Closed | -$713K | – | 292 |
|
|
2021
Q3 | $713K | Buy |
+13,553
| New | +$713K | 0.53% | 49 |
|