Fulcrum Equity Management’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-3,294
| Closed | -$250K | – | 165 |
|
|
2020
Q2 | $250K | Buy |
+3,294
| New | +$250K | 0.12% | 121 |
|
|
2020
Q1 | – | Sell |
-3,280
| Closed | -$279K | – | 80 |
|
|
2019
Q4 | $279K | Buy |
3,280
+29
| +0.9% | +$2.47K | 0.15% | 83 |
|
|
2019
Q3 | $269K | Buy |
3,251
+145
| +5% | +$12K | 0.14% | 77 |
|
|
2019
Q2 | $260K | Buy |
+3,106
| New | +$260K | 0.12% | 77 |
|