Summit Securities Group’s UiPath PATH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-15,221	Closed	-$193K	–	959
2022 Q4	$193K	Buy	+15,221	New	+$193K	0.01%	313
2022 Q3	–	Hold	0	–	–	–	868
2021 Q3	–	Hold	0	–	–	–	447
2021 Q2	–	Hold	0	–	–	–	439