AWA
Amplius Wealth Advisors’s Paychex PAYX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,957
| Closed | -$220K | – | 182 |
|
|
2022
Q3 | $220K | Buy |
1,957
+197
| +11% | +$22.1K | 0.04% | 138 |
|
|
2022
Q2 | $200K | Sell |
1,760
-933
| -35% | -$106K | 0.03% | 161 |
|
|
2022
Q1 | $367K | Buy |
2,693
+17
| +0.6% | +$2.32K | 0.06% | 121 |
|
|
2021
Q4 | $365K | Buy |
+2,676
| New | +$365K | 0.05% | 135 |
|