Detalus Advisors’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,473
| Closed | -$338K | – | 125 |
|
|
2021
Q4 | $338K | Hold |
2,473
| – | – | 0.16% | 87 |
|
|
2021
Q3 | $278K | Sell |
2,473
-20
| -0.8% | -$2.25K | 0.14% | 92 |
|
|
2021
Q2 | $267K | Hold |
2,493
| – | – | 0.14% | 96 |
|
|
2021
Q1 | $244K | Sell |
2,493
-126
| -5% | -$12.3K | 0.14% | 92 |
|
|
2020
Q4 | $244K | Hold |
2,619
| – | – | 0.15% | 83 |
|
|
2020
Q3 | $209K | Sell |
2,619
-157
| -6% | -$12.5K | 0.15% | 80 |
|
|
2020
Q2 | $210K | Buy |
+2,776
| New | +$210K | 0.16% | 86 |
|
|
2020
Q1 | – | Sell |
-3,751
| Closed | -$319K | – | 99 |
|
|
2019
Q4 | $319K | Buy |
+3,751
| New | +$319K | 0.23% | 69 |
|