CVA Family Office’s Paylocity PCTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3
| Closed | -$562 | – | 1410 |
|
|
2025
Q1 | $562 | Buy |
+3
| New | +$562 | ﹤0.01% | 1211 |
|
|
2023
Q1 | – | Sell |
-5
| Closed | -$971 | – | 1000 |
|
|
2022
Q4 | $971 | Buy |
+5
| New | +$971 | ﹤0.01% | 867 |
|
|
2021
Q3 | – | Sell |
-23
| Closed | -$4K | – | 733 |
|
|
2021
Q2 | $4K | Buy |
+23
| New | +$4K | ﹤0.01% | 808 |
|