Valley National Advisers’s UiPath PATH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-580
| Closed | -$13K | – | 1238 |
|
|
2024
Q1 | $13K | Buy |
580
+20
| +4% | +$448 | ﹤0.01% | 594 |
|
|
2023
Q4 | $13K | Sell |
560
-2
| -0.4% | -$46 | ﹤0.01% | 606 |
|
|
2023
Q3 | $10K | Buy |
562
+90
| +19% | +$1.6K | ﹤0.01% | 603 |
|
|
2023
Q2 | $8K | Hold |
472
| – | – | ﹤0.01% | 641 |
|
|
2023
Q1 | $7K | Hold |
472
| – | – | ﹤0.01% | 646 |
|
|
2022
Q4 | $6K | Buy |
472
+122
| +35% | +$1.55K | ﹤0.01% | 651 |
|
|
2022
Q3 | $4K | Hold |
350
| – | – | ﹤0.01% | 715 |
|
|
2022
Q2 | $7K | Hold |
350
| – | – | ﹤0.01% | 625 |
|
|
2022
Q1 | $8K | Hold |
350
| – | – | ﹤0.01% | 633 |
|
|
2021
Q4 | $15K | Sell |
350
-350
| -50% | -$15K | ﹤0.01% | 541 |
|
|
2021
Q3 | $37K | Hold |
700
| – | – | 0.01% | 381 |
|
|
2021
Q2 | $48K | Buy |
+700
| New | +$48K | 0.01% | 351 |
|