High Net Worth Advisory Group’s Paylocity PCTY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-500
Closed -$97.1K 462
2022
Q4
$97.1K Sell
500
-20
-4% -$3.89K 0.04% 243
2022
Q3
$126K Hold
520
0.05% 217
2022
Q2
$91K Hold
520
0.04% 252
2022
Q1
$107K Hold
520
0.04% 240
2021
Q4
$123K Buy
+520
New +$123K 0.04% 229