Latitude Advisors’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,441
| Closed | -$333K | – | 267 |
|
|
2022
Q1 | $333K | Sell |
2,441
-3,711
| -60% | -$506K | 0.08% | 243 |
|
|
2021
Q4 | $840K | Buy |
6,152
+529
| +9% | +$72.2K | 0.23% | 91 |
|
|
2021
Q3 | $632K | Buy |
5,623
+3,064
| +120% | +$344K | 0.2% | 102 |
|
|
2021
Q2 | $275K | Buy |
2,559
+20
| +0.8% | +$2.15K | 0.2% | 125 |
|
|
2021
Q1 | $249K | Buy |
+2,539
| New | +$249K | 0.2% | 125 |
|