Avitas Wealth Management’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-6,819
| Closed | -$517K | – | 189 |
|
|
2020
Q2 | $517K | Sell |
6,819
-91
| -1% | -$6.9K | 0.17% | 129 |
|
|
2020
Q1 | $435K | Sell |
6,910
-2,678
| -28% | -$169K | 0.2% | 104 |
|
|
2019
Q4 | $816K | Sell |
9,588
-11
| -0.1% | -$936 | 0.21% | 118 |
|
|
2019
Q3 | $795K | Buy |
9,599
+54
| +0.6% | +$4.47K | 0.22% | 114 |
|
|
2019
Q2 | $785K | Sell |
9,545
-5,515
| -37% | -$454K | 0.22% | 119 |
|
|
2019
Q1 | $1.21M | Sell |
15,060
-930
| -6% | -$74.6K | 0.35% | 95 |
|
|
2018
Q4 | $1.04M | Sell |
15,990
-31
| -0.2% | -$2.02K | 0.34% | 100 |
|
|
2018
Q3 | $1.18M | Buy |
16,021
+1,358
| +9% | +$100K | 0.34% | 104 |
|
|
2018
Q2 | $1M | Buy |
+14,663
| New | +$1M | 0.31% | 106 |
|