MWM
Mascoma Wealth Management’s Paylocity PCTY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3
| Closed | -$562 | – | 490 |
|
|
2025
Q1 | $562 | Hold |
3
| – | – | ﹤0.01% | 482 |
|
|
2024
Q4 | $598 | Buy |
+3
| New | +$598 | ﹤0.01% | 500 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 627 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 690 |
|
|
2017
Q4 | – | Sell |
-1,000
| Closed | -$49K | – | 403 |
|
|
2017
Q3 | $49K | Hold |
1,000
| – | – | 0.03% | 150 |
|
|
2017
Q2 | $45K | Buy |
+1,000
| New | +$45K | 0.03% | 159 |
|