B. Riley Wealth Advisors’s Paylocity PCTY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-2,491
Closed -$221K 893
2020
Q1
$221K Buy
2,491
+501
+25% +$44.4K 0.02% 635
2019
Q4
$241K Sell
1,990
-630
-24% -$76.3K 0.02% 694
2019
Q3
$256K Buy
+2,620
New +$256K 0.03% 642