Bogart Wealth LLC’s Paylocity PCTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.89K | Hold |
27
| – | – | ﹤0.01% | 937 |
|
|
2025
Q1 | $5.06K | Buy |
27
+7
| +35% | +$1.31K | ﹤0.01% | 891 |
|
|
2024
Q4 | $3.99K | Hold |
20
| – | – | ﹤0.01% | 930 |
|
|
2024
Q3 | $3.3K | Hold |
20
| – | – | ﹤0.01% | 900 |
|
|
2024
Q2 | $2.64K | Hold |
20
| – | – | ﹤0.01% | 888 |
|
|
2024
Q1 | $3.44K | Hold |
20
| – | – | ﹤0.01% | 833 |
|
|
2023
Q4 | $3.3K | Hold |
20
| – | – | ﹤0.01% | 826 |
|
|
2023
Q3 | $3.63K | Hold |
20
| – | – | ﹤0.01% | 793 |
|
|
2023
Q2 | $3.69K | Hold |
20
| – | – | ﹤0.01% | 783 |
|
|
2023
Q1 | $3.98K | Hold |
20
| – | – | ﹤0.01% | 765 |
|
|
2022
Q4 | $3.89K | Hold |
20
| – | – | ﹤0.01% | 709 |
|
|
2022
Q3 | $5K | Hold |
20
| – | – | ﹤0.01% | 691 |
|
|
2022
Q2 | $3K | Buy |
+20
| New | +$3K | ﹤0.01% | 733 |
|