Keystone Investors’s Paylocity PCTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-8,717
| Closed | -$1.15M | – | 83 |
|
|
2024
Q2 | $1.15M | Sell |
8,717
-3,327
| -28% | -$439K | 0.1% | 50 |
|
|
2024
Q1 | $2.07M | Sell |
12,044
-630
| -5% | -$108K | 0.18% | 44 |
|
|
2023
Q4 | $2.09M | Sell |
12,674
-1,095
| -8% | -$181K | 0.18% | 31 |
|
|
2023
Q3 | $2.5M | Buy |
+13,769
| New | +$2.5M | 0.3% | 21 |
|