Lee Financial’s Paylocity PCTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-103
| Closed | -$17K | – | 625 |
|
|
2023
Q4 | $17K | Hold |
103
| – | – | ﹤0.01% | 345 |
|
|
2023
Q3 | $18.7K | Hold |
103
| – | – | ﹤0.01% | 310 |
|
|
2023
Q2 | $19K | Buy |
103
+18
| +21% | +$3.32K | ﹤0.01% | 311 |
|
|
2023
Q1 | $16.9K | Sell |
85
-8
| -9% | -$1.59K | ﹤0.01% | 335 |
|
|
2022
Q4 | $18.1K | Hold |
93
| – | – | ﹤0.01% | 356 |
|
|
2022
Q3 | $22K | Buy |
93
+7
| +8% | +$1.66K | ﹤0.01% | 324 |
|
|
2022
Q2 | $15K | Buy |
86
+1
| +1% | +$174 | ﹤0.01% | 382 |
|
|
2022
Q1 | $17K | Hold |
85
| – | – | ﹤0.01% | 367 |
|
|
2021
Q4 | $20K | Hold |
85
| – | – | ﹤0.01% | 375 |
|
|
2021
Q3 | $24K | Buy |
85
+15
| +21% | +$4.24K | 0.01% | 307 |
|
|
2021
Q2 | $13K | Hold |
70
| – | – | ﹤0.01% | 378 |
|
|
2021
Q1 | $13K | Buy |
+70
| New | +$13K | ﹤0.01% | 363 |
|