Achmea Investment Management’s Paylocity PCTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-807
| Closed | -$133K | – | 470 |
|
|
2023
Q4 | $133K | Sell |
807
-457
| -36% | -$75.3K | ﹤0.01% | 480 |
|
|
2023
Q3 | $230K | Sell |
1,264
-2,417
| -66% | -$440K | 0.01% | 481 |
|
|
2023
Q2 | $680K | Hold |
3,681
| – | – | 0.01% | 466 |
|
|
2023
Q1 | $731K | Buy |
3,681
+1,299
| +55% | +$258K | 0.02% | 421 |
|
|
2022
Q4 | $434K | Buy |
+2,382
| New | +$434K | 0.01% | 501 |
|