AE Wealth Management’s Paylocity PCTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,186
| Closed | -$633K | – | 2013 |
|
|
2023
Q1 | $633K | Buy |
3,186
+278
| +10% | +$55.3K | ﹤0.01% | 1235 |
|
|
2022
Q4 | $565K | Buy |
+2,908
| New | +$565K | ﹤0.01% | 1247 |
|
|
2021
Q4 | – | Sell |
-2,377
| Closed | -$667K | – | 1752 |
|
|
2021
Q3 | $667K | Sell |
2,377
-1,147
| -33% | -$322K | 0.01% | 1027 |
|
|
2021
Q2 | $672K | Buy |
+3,524
| New | +$672K | 0.01% | 1002 |
|