Milestone Investment Advisors’s Paylocity PCTY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-15	Closed	-$2.73K	–	348
2023 Q3	$2.73K	Buy	+15	New	+$2.73K	﹤0.01%	351
2023 Q2	–	Sell	-12	Closed	-$2.39K	–	343
2023 Q1	$2.39K	Buy	+12	New	+$2.39K	﹤0.01%	367