Castleview Partners’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-22
| Closed | -$2.61K | – | 801 |
|
|
2024
Q2 | $2.61K | Hold |
22
| – | – | ﹤0.01% | 709 |
|
|
2024
Q1 | $2.7K | Hold |
22
| – | – | ﹤0.01% | 714 |
|
|
2023
Q4 | $2.62K | Hold |
22
| – | – | ﹤0.01% | 680 |
|
|
2023
Q3 | $2.54K | Sell |
22
-77
| -78% | -$8.88K | ﹤0.01% | 541 |
|
|
2023
Q2 | $11K | Buy |
99
+1
| +1% | +$111 | 0.01% | 426 |
|
|
2023
Q1 | $11.2K | Buy |
98
+1
| +1% | +$115 | 0.01% | 412 |
|
|
2022
Q4 | $11.3K | Buy |
97
+75
| +341% | +$8.71K | 0.01% | 356 |
|
|
2022
Q3 | $2K | Buy |
+22
| New | +$2K | ﹤0.01% | 537 |
|
|
2022
Q1 | – | Sell |
-14,196
| Closed | -$104 | – | 929 |
|
|
2021
Q4 | $104 | Buy |
+14,196
| New | +$104 | ﹤0.01% | 786 |
|