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Prevail Innovative Wealth Advisors’s UiPath PATH Stock Holding History

Prevail Innovative Wealth Advisors’s Portfolio PATH Stock Details PATH Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-240,210
Closed -$3.05M – 194
2024
Q2 		$3.05M Buy
240,210
+144,945
+152% +$1.84M 1.08% 25
2024
Q1 		$2.16M Buy
+95,265
New +$2.16M 0.8% 52