Circle Wealth Management’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-3,563
| Closed | -$243K | – | 99 |
|
|
2017
Q4 | $243K | Buy |
3,563
+20
| +0.6% | +$1.36K | 0.09% | 84 |
|
|
2017
Q3 | $212K | Buy |
3,543
+22
| +0.6% | +$1.32K | 0.09% | 88 |
|
|
2017
Q2 | $200K | Buy |
3,521
+20
| +0.6% | +$1.14K | 0.09% | 82 |
|
|
2017
Q1 | $206K | Sell |
3,501
-22
| -0.6% | -$1.29K | 0.1% | 71 |
|
|
2016
Q4 | $214K | Buy |
+3,523
| New | +$214K | 0.11% | 62 |
|