Icon Wealth Partners’s Paylocity PCTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $611K | Sell |
3,364
-373
| -10% | -$67.8K | 0.07% | 154 |
|
|
2023
Q2 | $690K | Sell |
3,737
-616
| -14% | -$114K | 0.07% | 163 |
|
|
2023
Q1 | $865K | Buy |
+4,353
| New | +$865K | 0.09% | 148 |
|
|
2022
Q2 | $878K | Sell |
5,034
-1,014
| -17% | -$177K | 0.11% | 147 |
|
|
2022
Q1 | $1.24M | Sell |
6,048
-528
| -8% | -$109K | 0.12% | 133 |
|
|
2021
Q4 | $1.55M | Sell |
6,576
-147
| -2% | -$34.7K | 0.16% | 125 |
|
|
2021
Q3 | $1.89M | Buy |
6,723
+344
| +5% | +$96.5K | 0.2% | 111 |
|
|
2021
Q2 | $1.22M | Buy |
6,379
+3,147
| +97% | +$600K | 0.13% | 145 |
|
|
2021
Q1 | $581K | Buy |
3,232
+689
| +27% | +$124K | 0.07% | 192 |
|
|
2020
Q4 | $524K | Buy |
2,543
+565
| +29% | +$116K | 0.08% | 169 |
|
|
2020
Q3 | $319K | Buy |
+1,978
| New | +$319K | 0.06% | 190 |
|