Hel Ved Capital Management’s Paylocity PCTY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-5,505
Closed -$1.1M 88
2024
Q4
$1.1M Sell
5,505
-8,235
-60% -$1.64M 0.32% 69
2024
Q3
$2.27M Buy
+13,740
New +$2.27M 0.99% 25
2024
Q1
Sell
-11,505
Closed -$1.9M 66
2023
Q4
$1.9M Buy
+11,505
New +$1.9M 0.55% 33