Donoghue Forlines’s Paylocity PCTY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-1,434
| Closed | -$237K | – | 224 |
|
2024
Q3 | $237K | Buy |
+1,434
| New | +$237K | 0.07% | 215 |
|
2024
Q2 | – | Sell |
-1,254
| Closed | -$216K | – | 255 |
|
2024
Q1 | $216K | Buy |
+1,254
| New | +$216K | 0.06% | 215 |
|
2023
Q3 | – | Sell |
-1,676
| Closed | -$309K | – | 271 |
|
2023
Q2 | $309K | Buy |
+1,676
| New | +$309K | 0.1% | 222 |
|
2022
Q2 | – | Sell |
-3,694
| Closed | -$760K | – | 283 |
|
2022
Q1 | $760K | Buy |
3,694
+1,170
| +46% | +$241K | 0.16% | 201 |
|
2021
Q4 | $596K | Sell |
2,524
-281
| -10% | -$66.4K | 0.1% | 220 |
|
2021
Q3 | $787K | Buy |
+2,805
| New | +$787K | 0.15% | 151 |
|
2021
Q1 | – | Sell |
-3,425
| Closed | -$705K | – | 282 |
|
2020
Q4 | $705K | Buy |
+3,425
| New | +$705K | 0.14% | 181 |
|