KLR Investment Advisors’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $619K | Buy |
5,104
+227
| +5% | +$27.5K | 0.45% | 54 |
|
|
2023
Q4 | $581K | Buy |
4,877
+537
| +12% | +$64K | 0.42% | 59 |
|
|
2023
Q3 | $497K | Sell |
4,340
-420
| -9% | -$48.1K | 0.45% | 64 |
|
|
2023
Q2 | $533K | Buy |
4,760
+164
| +4% | +$18.3K | 0.44% | 60 |
|
|
2023
Q1 | $527K | Sell |
4,596
-1,259
| -22% | -$144K | 0.46% | 63 |
|
|
2022
Q4 | $677K | Buy |
+5,855
| New | +$677K | 0.56% | 41 |
|