Integrated Wealth Management’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-8,059
| Closed | -$491K | – | 272 |
|
|
2016
Q4 | $491K | Buy |
8,059
+206
| +3% | +$12.6K | 0.18% | 132 |
|
|
2016
Q3 | $454K | Buy |
7,853
+865
| +12% | +$50K | 0.16% | 135 |
|
|
2016
Q2 | $416K | Buy |
6,988
+2,156
| +45% | +$128K | 0.16% | 127 |
|
|
2016
Q1 | $261K | Buy |
4,832
+1,063
| +28% | +$57.4K | 0.11% | 153 |
|
|
2015
Q4 | $199K | Buy |
3,769
+964
| +34% | +$50.9K | 0.09% | 184 |
|
|
2015
Q3 | $134K | Buy |
2,805
+252
| +10% | +$12K | 0.06% | 237 |
|
|
2015
Q2 | $120K | Buy |
2,553
+148
| +6% | +$6.96K | 0.05% | 257 |
|
|
2015
Q1 | $119K | Buy |
+2,405
| New | +$119K | 0.05% | 259 |
|