Clear Perspective Advisors’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $360K | Buy |
2,640
+317
| +14% | +$43.2K | 0.11% | 125 |
|
|
2021
Q3 | $261K | Hold |
2,323
| – | – | 0.09% | 139 |
|
|
2021
Q2 | $249K | Sell |
2,323
-250
| -10% | -$26.8K | 0.09% | 147 |
|
|
2021
Q1 | $252K | Buy |
+2,573
| New | +$252K | 0.1% | 135 |
|
|
2020
Q4 | – | Sell |
-2,623
| Closed | -$937 | – | 147 |
|
|
2020
Q3 | $937 | Buy |
+2,623
| New | +$937 | 0.44% | 44 |
|
|
2020
Q1 | – | Sell |
-2,822
| Closed | -$240K | – | 126 |
|
|
2019
Q4 | $240K | Hold |
2,822
| – | – | 0.15% | 124 |
|
|
2019
Q3 | $234K | Hold |
2,822
| – | – | 0.11% | 126 |
|
|
2019
Q2 | $232K | Sell |
2,822
-522
| -16% | -$42.9K | 0.15% | 131 |
|
|
2019
Q1 | $271K | Hold |
3,344
| – | – | 0.19% | 118 |
|
|
2018
Q4 | $218K | Hold |
3,344
| – | – | 0.18% | 127 |
|
|
2018
Q3 | $246K | Sell |
3,344
-300
| -8% | -$22.1K | 0.18% | 126 |
|
|
2018
Q2 | $249K | Hold |
3,644
| – | – | 0.17% | 122 |
|
|
2018
Q1 | $224K | Hold |
3,644
| – | – | 0.17% | 124 |
|
|
2017
Q4 | $248K | Sell |
3,644
-150
| -4% | -$10.2K | 0.19% | 123 |
|
|
2017
Q3 | $227K | Hold |
3,794
| – | – | 0.19% | 124 |
|
|
2017
Q2 | $216K | Sell |
3,794
-950
| -20% | -$54.1K | 0.18% | 119 |
|
|
2017
Q1 | $279K | Hold |
4,744
| – | – | 0.18% | 100 |
|
|
2016
Q4 | $289K | Buy |
+4,744
| New | +$289K | 0.19% | 106 |
|