Bartlett & Co’s Paylocity PCTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $25K | Hold |
150
| – | – | ﹤0.01% | 839 |
|
|
2023
Q3 | $27K | Hold |
150
| – | – | ﹤0.01% | 758 |
|
|
2023
Q2 | $28K | Hold |
150
| – | – | ﹤0.01% | 760 |
|
|
2023
Q1 | $30K | Hold |
150
| – | – | ﹤0.01% | 647 |
|
|
2022
Q4 | $29K | Hold |
150
| – | – | ﹤0.01% | 659 |
|
|
2022
Q3 | $36K | Sell |
150
-13
| -8% | -$3.12K | ﹤0.01% | 615 |
|
|
2022
Q2 | $28K | Buy |
163
+13
| +9% | +$2.23K | ﹤0.01% | 675 |
|
|
2022
Q1 | $31K | Buy |
+150
| New | +$31K | ﹤0.01% | 662 |
|
|
2021
Q4 | – | Sell |
-150
| Closed | -$42K | – | 741 |
|
|
2021
Q3 | $42K | Buy |
+150
| New | +$42K | ﹤0.01% | 537 |
|