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 |
|