Cyndeo Wealth Partners’s Paylocity PCTY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,103
Closed -$200K 378
2023
Q3
$200K Buy
+1,103
New +$200K 0.02% 329