Berman Capital Advisors’s Paylocity PCTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $3K | Buy |
14
+1
| +8% | +$214 | ﹤0.01% | 1605 |
|
|
2021
Q2 | $2K | Buy |
13
+4
| +44% | +$615 | ﹤0.01% | 1622 |
|
|
2021
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 1680 |
|
|
2020
Q4 | $1K | Buy |
9
+3
| +50% | +$333 | ﹤0.01% | 1570 |
|
|
2020
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 1735 |
|
|
2020
Q2 | $0 | Buy |
+6
| New | – | ﹤0.01% | 1779 |
|