Disciplined Investments’s Paylocity PCTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3
| Closed | -$554 | – | 1141 |
|
|
2023
Q2 | $554 | Hold |
3
| – | – | ﹤0.01% | 1191 |
|
|
2023
Q1 | $596 | Hold |
3
| – | – | ﹤0.01% | 1174 |
|
|
2022
Q4 | $583 | Sell |
3
-2
| -40% | -$389 | ﹤0.01% | 1133 |
|
|
2022
Q3 | $1K | Sell |
5
-1
| -17% | -$200 | ﹤0.01% | 1030 |
|
|
2022
Q2 | $1K | Buy |
6
+2
| +50% | +$333 | ﹤0.01% | 1059 |
|
|
2022
Q1 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 1119 |
|