Icon Wealth Partners’s Paylocity PCTY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$611K Sell
2023
Q2
$690K Sell
2023
Q1
$865K Buy
2022
Q2
$878K Sell
2022
Q1
$1.24M Sell
2021
Q4
$1.55M Sell
2021
Q3
$1.89M Buy
2021
Q2
$1.22M Buy
2021
Q1
$581K Buy
2020
Q4
$524K Buy
2020
Q3
$319K Buy