Advocacy Wealth Management Services’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-81
| Closed | -$6K | – | 171 |
|
2018
Q3 | $6K | Hold |
81
| – | – | ﹤0.01% | 151 |
|
2018
Q2 | $6K | Hold |
81
| – | – | ﹤0.01% | 152 |
|
2018
Q1 | $5K | Hold |
81
| – | – | ﹤0.01% | 179 |
|
2017
Q4 | $6K | Hold |
81
| – | – | ﹤0.01% | 182 |
|
2017
Q3 | $5K | Hold |
81
| – | – | ﹤0.01% | 238 |
|
2017
Q2 | $5K | Hold |
81
| – | – | ﹤0.01% | 232 |
|
2017
Q1 | $5K | Sell |
81
-5
| -6% | -$309 | ﹤0.01% | 258 |
|
2016
Q4 | $5K | Hold |
86
| – | – | ﹤0.01% | 251 |
|
2016
Q3 | $5K | Sell |
86
-600
| -87% | -$34.9K | ﹤0.01% | 325 |
|
2016
Q2 | $41K | Sell |
686
-4
| -0.6% | -$239 | 0.02% | 169 |
|
2016
Q1 | $37K | Buy |
690
+642
| +1,338% | +$34.4K | 0.03% | 213 |
|
2015
Q4 | $3K | Buy |
+48
| New | +$3K | ﹤0.01% | 467 |
|