J.P. Morgan Private Wealth Advisors’s Paylocity PCTY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $411K | Sell |
2,260
-1,544
| -41% | -$281K | ﹤0.01% | 1333 |
|
|
2023
Q2 | $702K | Buy |
3,804
+362
| +11% | +$66.8K | ﹤0.01% | 890 |
|
|
2023
Q1 | $684K | Buy |
3,442
+35
| +1% | +$6.96K | ﹤0.01% | 1342 |
|
|
2022
Q4 | $662K | Sell |
3,407
-851
| -20% | -$165K | ﹤0.01% | 1340 |
|
|
2022
Q3 | $1.03M | Sell |
4,258
-254
| -6% | -$61.4K | ﹤0.01% | 1117 |
|
|
2022
Q2 | $787K | Sell |
4,512
-232
| -5% | -$40.5K | ﹤0.01% | 1257 |
|
|
2022
Q1 | $976K | Buy |
4,744
+83
| +2% | +$17.1K | ﹤0.01% | 1235 |
|
|
2021
Q4 | $1.1M | Buy |
4,661
+48
| +1% | +$11.3K | ﹤0.01% | 1196 |
|
|
2021
Q3 | $1.29M | Buy |
4,613
+539
| +13% | +$151K | ﹤0.01% | 1093 |
|
|
2021
Q2 | $777K | Buy |
4,074
+1,274
| +46% | +$243K | ﹤0.01% | 1308 |
|
|
2021
Q1 | $504K | Buy |
2,800
+625
| +29% | +$113K | ﹤0.01% | 1307 |
|
|
2020
Q4 | $448K | Buy |
2,175
+121
| +6% | +$24.9K | ﹤0.01% | 1329 |
|
|
2020
Q3 | $332K | Sell |
2,054
-201
| -9% | -$32.5K | ﹤0.01% | 1320 |
|
|
2020
Q2 | $329K | Buy |
+2,255
| New | +$329K | ﹤0.01% | 1270 |
|