Cassia Capital Partners’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,362
| Closed | -$271K | – | 79 |
|
|
2023
Q1 | $271K | Sell |
2,362
-97
| -4% | -$11.1K | 0.22% | 58 |
|
|
2022
Q4 | $284K | Sell |
2,459
-1
| -0% | -$116 | 0.23% | 54 |
|
|
2022
Q3 | $276K | Buy |
2,460
+141
| +6% | +$15.8K | 0.25% | 34 |
|
|
2022
Q2 | $264K | Hold |
2,319
| – | – | 0.26% | 38 |
|
|
2022
Q1 | $316K | Buy |
2,319
+57
| +3% | +$7.77K | 0.25% | 37 |
|
|
2021
Q4 | $309K | Buy |
+2,262
| New | +$309K | 0.21% | 42 |
|