Glassman Wealth Services’s Paylocity PCTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11
| Closed | -$1.81K | – | 1353 |
|
|
2023
Q4 | $1.81K | Sell |
11
-6
| -35% | -$989 | ﹤0.01% | 1379 |
|
|
2023
Q3 | $3.09K | Hold |
17
| – | – | ﹤0.01% | 1208 |
|
|
2023
Q2 | $3.14K | Sell |
17
-1
| -6% | -$185 | ﹤0.01% | 1126 |
|
|
2023
Q1 | $3.58K | Sell |
18
-3
| -14% | -$596 | ﹤0.01% | 1087 |
|
|
2022
Q4 | $4.08K | Buy |
21
+1
| +5% | +$194 | ﹤0.01% | 1080 |
|
|
2022
Q3 | $5K | Buy |
20
+9
| +82% | +$2.25K | ﹤0.01% | 1004 |
|
|
2022
Q2 | $2K | Buy |
11
+7
| +175% | +$1.27K | ﹤0.01% | 1275 |
|
|
2022
Q1 | $1K | Buy |
4
+2
| +100% | +$500 | ﹤0.01% | 1476 |
|
|
2021
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1834 |
|