Coppell Advisory Solutions’s Paylocity PCTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-119
| Closed | -$23.8K | – | 1413 |
|
|
2024
Q4 | $23.8K | Buy |
119
+118
| +11,800% | +$23.6K | ﹤0.01% | 805 |
|
|
2024
Q3 | $161 | Sell |
1
-142
| -99% | -$22.9K | ﹤0.01% | 1749 |
|
|
2024
Q2 | $18.9K | Buy |
+143
| New | +$18.9K | ﹤0.01% | 813 |
|
|
2023
Q4 | – | Sell |
-227
| Closed | -$44.1K | – | 1837 |
|
|
2023
Q3 | $44.1K | Buy |
+227
| New | +$44.1K | 0.02% | 357 |
|
|
2023
Q1 | – | Sell |
-227
| Closed | -$44.1K | – | 806 |
|
|
2022
Q4 | $44.1K | Buy |
+227
| New | +$44.1K | 0.01% | 359 |
|