Carlson Capital’s Paylocity PCTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-12,800
| Closed | -$2.2M | – | 120 |
|
|
2024
Q1 | $2.2M | Buy |
+12,800
| New | +$2.2M | 0.18% | 91 |
|
|
2023
Q2 | – | Sell |
-10,147
| Closed | -$2.02M | – | 139 |
|
|
2023
Q1 | $2.02M | Sell |
10,147
-14,853
| -59% | -$2.95M | 0.19% | 89 |
|
|
2022
Q4 | $4.86M | Buy |
+25,000
| New | +$4.86M | 0.37% | 73 |
|