AWM
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Avitas Wealth Management’s Paylocity PCTY Stock Holding History

Avitas Wealth Management’s Portfolio PCTY Stock Details PCTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-15,712
Closed -$1.9M – 161
2019
Q4 		$1.9M Buy
+15,712
New +$1.9M 0.49% 85