Greenleaf Trust’s Paylocity PCTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,282
| Closed | -$255K | – | 792 |
|
|
2023
Q1 | $255K | Buy |
1,282
+231
| +22% | +$45.9K | ﹤0.01% | 653 |
|
|
2022
Q4 | $204K | Sell |
1,051
-35
| -3% | -$6.79K | ﹤0.01% | 698 |
|
|
2022
Q3 | $262K | Buy |
+1,086
| New | +$262K | ﹤0.01% | 584 |
|
|
2022
Q2 | – | Sell |
-992
| Closed | -$204K | – | 766 |
|
|
2022
Q1 | $204K | Buy |
992
+121
| +14% | +$24.9K | ﹤0.01% | 724 |
|
|
2021
Q4 | $206K | Sell |
871
-4
| -0.5% | -$946 | ﹤0.01% | 725 |
|
|
2021
Q3 | $245K | Buy |
+875
| New | +$245K | ﹤0.01% | 639 |
|