EverSource Wealth Advisors’s Paylocity PCTY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $84.3K | Buy |
465
+392
| +537% | +$71K | ﹤0.01% | 1294 |
|
2025
Q1 | $13.7K | Sell |
73
-198
| -73% | -$37.1K | ﹤0.01% | 1921 |
|
2024
Q4 | $54.1K | Buy |
271
+225
| +489% | +$44.9K | ﹤0.01% | 1157 |
|
2024
Q3 | $7.59K | Buy |
46
+33
| +254% | +$5.44K | ﹤0.01% | 2017 |
|
2024
Q2 | $1.95K | Buy |
13
+1
| +8% | +$150 | ﹤0.01% | 2559 |
|
2024
Q1 | $1.86K | Hold |
12
| – | – | ﹤0.01% | 2410 |
|
2023
Q4 | $1.98K | Sell |
12
-2
| -14% | -$330 | ﹤0.01% | 2172 |
|
2023
Q3 | $2.54K | Buy |
14
+8
| +133% | +$1.45K | ﹤0.01% | 1943 |
|
2023
Q2 | $1.11K | Hold |
6
| – | – | ﹤0.01% | 2188 |
|
2023
Q1 | $1.19K | Hold |
6
| – | – | ﹤0.01% | 2071 |
|
2022
Q4 | $1.17K | Hold |
6
| – | – | ﹤0.01% | 2047 |
|
2022
Q3 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 1864 |
|