Bell Bank’s Paylocity PCTY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,788
Closed -$236K 192
2024
Q2
$236K Sell
1,788
-379
-17% -$50K 0.02% 176
2024
Q1
$372K Sell
2,167
-245
-10% -$42.1K 0.03% 155
2023
Q4
$398K Sell
2,412
-224
-8% -$36.9K 0.04% 143
2023
Q3
$479K Sell
2,636
-99
-4% -$18K 0.05% 126
2023
Q2
$505K Buy
+2,735
New +$505K 0.05% 130