Legend Financial Advisors’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-230
| Closed | -$27.3K | – | 243 |
|
2024
Q2 | $27.3K | Hold |
230
| – | – | 0.02% | 87 |
|
2024
Q1 | $28.2K | Hold |
230
| – | – | 0.02% | 76 |
|
2023
Q4 | $27.4K | Hold |
230
| – | – | 0.02% | 74 |
|
2023
Q3 | $26.5K | Hold |
230
| – | – | 0.02% | 85 |
|
2023
Q2 | $25.7K | Hold |
230
| – | – | 0.02% | 86 |
|
2023
Q1 | $26.4K | Hold |
230
| – | – | 0.02% | 85 |
|
2022
Q4 | $26.6K | Hold |
230
| – | – | 0.02% | 95 |
|
2022
Q3 | $25.8K | Buy |
+230
| New | +$25.8K | 0.02% | 88 |
|