Integrated Wealth Management (Palm Desert)’s Paychex PAYX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q1
Sell
2016
Q4
$491K Buy
2016
Q3
$454K Buy
2016
Q2
$416K Buy
2016
Q1
$261K Buy
2015
Q4
$199K Buy
2015
Q3
$134K Buy
2015
Q2
$120K Buy
2015
Q1
$119K Buy