Resurgent Financial Advisors’s UiPath PATH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,006	Closed	-$25K	–	393
2023 Q4	$25K	Sell	1,006 -330	-25%	-$8.2K	0.02%	450
2023 Q3	$22.9K	Buy	+1,336	New	+$22.9K	0.02%	456