Compass Financial Advisors’s Paylocity PCTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,669
| Closed | -$531K | – | 65 |
|
|
2023
Q1 | $531K | Sell |
2,669
-82
| -3% | -$16.3K | 0.67% | 51 |
|
|
2022
Q4 | $534K | Buy |
2,751
+19
| +0.7% | +$3.69K | 0.72% | 46 |
|
|
2022
Q3 | $660K | Sell |
2,732
-107
| -4% | -$25.8K | 0.98% | 33 |
|
|
2022
Q2 | $495K | Buy |
2,839
+8
| +0.3% | +$1.4K | 0.67% | 48 |
|
|
2022
Q1 | $583K | Buy |
2,831
+125
| +5% | +$25.7K | 0.64% | 50 |
|
|
2021
Q4 | $639K | Buy |
+2,706
| New | +$639K | 0.7% | 52 |
|