Powell Investment Advisors’s UiPath PATH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-11,390	Closed	-$144K	–	161
2024 Q2	$144K	Buy	11,390 +900	+9%	+$11.4K	0.07%	123
2024 Q1	$238K	Sell	10,490 -5,700	-35%	-$129K	0.13%	100
2023 Q4	$402K	Buy	+16,190	New	+$402K	0.22%	70