Steward Partners Investment Advisory’s Patria Investments PAX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.8K | Buy |
1,050
+11
| +1% | +$155 | ﹤0.01% | 3034 |
|
|
2025
Q1 | $11.7K | Buy |
1,039
+13
| +1% | +$147 | ﹤0.01% | 3019 |
|
|
2024
Q4 | $11.9K | Buy |
1,026
+12
| +1% | +$140 | ﹤0.01% | 3026 |
|
|
2024
Q3 | $11.3K | Buy |
1,014
+14
| +1% | +$156 | ﹤0.01% | 2907 |
|
|
2024
Q2 | $12.1K | Buy |
+1,000
| New | +$12.1K | ﹤0.01% | 2743 |
|
|
2023
Q2 | – | Sell |
-200
| Closed | -$2.96K | – | 3369 |
|
|
2023
Q1 | $2.96K | Buy |
+200
| New | +$2.96K | ﹤0.01% | 2940 |
|