Atria Wealth Solutions’s Paylocity PCTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,391
| Closed | -$239K | – | 2004 |
|
|
2024
Q1 | $239K | Sell |
1,391
-990
| -42% | -$170K | ﹤0.01% | 1698 |
|
|
2023
Q4 | $393K | Sell |
2,381
-2,773
| -54% | -$457K | ﹤0.01% | 1324 |
|
|
2023
Q3 | $936K | Sell |
5,154
-1,818
| -26% | -$330K | 0.01% | 840 |
|
|
2023
Q2 | $1.29M | Sell |
6,972
-5,584
| -44% | -$1.03M | 0.02% | 734 |
|
|
2023
Q1 | $2.5M | Sell |
12,556
-1,662
| -12% | -$330K | 0.04% | 465 |
|
|
2022
Q4 | $2.76M | Sell |
14,218
-3,620
| -20% | -$703K | 0.04% | 404 |
|
|
2022
Q3 | $4.31M | Buy |
17,838
+1,896
| +12% | +$458K | 0.07% | 261 |
|
|
2022
Q2 | $2.78M | Sell |
15,942
-1,589
| -9% | -$277K | 0.05% | 346 |
|
|
2022
Q1 | $3.61M | Buy |
+17,531
| New | +$3.61M | 0.06% | 315 |
|