Pin Oak 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
Q3 | – | Sell |
-892
| Closed | -$15K | – | 476 |
|
|
2023
Q2 | $15K | Hold |
892
| – | – | 0.02% | 278 |
|
|
2023
Q1 | $16K | Hold |
892
| – | – | 0.02% | 264 |
|
|
2022
Q4 | $11K | Hold |
892
| – | – | 0.01% | 284 |
|
|
2022
Q3 | $11K | Hold |
892
| – | – | 0.01% | 269 |
|
|
2022
Q2 | $16K | Hold |
892
| – | – | 0.02% | 257 |
|
|
2022
Q1 | $19K | Hold |
892
| – | – | 0.02% | 266 |
|
|
2021
Q4 | $38K | Buy |
+892
| New | +$38K | 0.04% | 197 |
|