Jackson Grant Investment Advisers’s Paylocity PCTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-443
| Closed | -$91K | – | 360 |
|
|
2022
Q1 | $91K | Sell |
443
-32
| -7% | -$6.57K | 0.04% | 149 |
|
|
2021
Q4 | $112K | Hold |
475
| – | – | 0.06% | 116 |
|
|
2021
Q3 | $133K | Hold |
475
| – | – | 0.06% | 134 |
|
|
2021
Q2 | $91K | Hold |
475
| – | – | 0.04% | 152 |
|
|
2021
Q1 | $85K | Hold |
475
| – | – | 0.04% | 150 |
|
|
2020
Q4 | $98K | Buy |
+475
| New | +$98K | 0.05% | 135 |
|