Curi Wealth Management’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-199
| Closed | -$23K | – | 552 |
|
|
2022
Q2 | $23K | Buy |
199
+74
| +59% | +$8.55K | ﹤0.01% | 293 |
|
|
2022
Q1 | $17K | Hold |
125
| – | – | ﹤0.01% | 301 |
|
|
2021
Q4 | $17K | Buy |
+125
| New | +$17K | ﹤0.01% | 264 |
|
|
2021
Q1 | – | Sell |
-2
| Closed | – | – | 375 |
|
|
2020
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 485 |
|