Accretive Wealth Partners’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,955
| Closed | -$219K | – | 113 |
|
|
2022
Q3 | $219K | Hold |
1,955
| – | – | 0.17% | 100 |
|
|
2022
Q2 | $223K | Hold |
1,955
| – | – | 0.16% | 101 |
|
|
2022
Q1 | $267K | Hold |
1,955
| – | – | 0.17% | 100 |
|
|
2021
Q4 | $267K | Sell |
1,955
-284
| -13% | -$38.8K | 0.17% | 100 |
|
|
2021
Q3 | $252K | Sell |
2,239
-78
| -3% | -$8.78K | 0.18% | 100 |
|
|
2021
Q2 | $249K | Buy |
2,317
+105
| +5% | +$11.3K | 0.18% | 100 |
|
|
2021
Q1 | $217K | Hold |
2,212
| – | – | 0.2% | 94 |
|
|
2020
Q4 | $206K | Buy |
+2,212
| New | +$206K | 0.2% | 93 |
|