CTWM
Cherry Tree Wealth Management’s Paylocity PCTY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.89K | Hold |
27
| – | – | ﹤0.01% | 478 |
|
|
2025
Q1 | $5.06K | Hold |
27
| – | – | ﹤0.01% | 526 |
|
|
2024
Q4 | $5.39K | Hold |
27
| – | – | ﹤0.01% | 470 |
|
|
2024
Q3 | $4.46K | Hold |
27
| – | – | ﹤0.01% | 490 |
|
|
2024
Q2 | $3.56K | Hold |
27
| – | – | ﹤0.01% | 481 |
|
|
2024
Q1 | $4.64K | Hold |
27
| – | – | ﹤0.01% | 444 |
|
|
2023
Q4 | $4.45K | Hold |
27
| – | – | ﹤0.01% | 440 |
|
|
2023
Q3 | $4.91K | Hold |
27
| – | – | ﹤0.01% | 403 |
|
|
2023
Q2 | $4.98K | Buy |
+27
| New | +$4.98K | ﹤0.01% | 397 |
|