Mirabella Financial Services’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 |
-2,973
| Closed | -$491K | – | 665 |
|
2023
Q4 | $491K | Buy |
+2,973
| New | +$491K | 0.07% | 211 |
|
2023
Q3 | – | Sell |
-1,722
| Closed | -$318K | – | 555 |
|
2023
Q2 | $318K | Buy |
+1,722
| New | +$318K | 0.03% | 350 |
|
2022
Q3 | – | Sell |
-1,840
| Closed | -$321K | – | 501 |
|
2022
Q2 | $321K | Buy |
+1,840
| New | +$321K | 0.03% | 312 |
|
2022
Q1 | – | Sell |
-1,113
| Closed | -$263K | – | 654 |
|
2021
Q4 | $263K | Buy |
+1,113
| New | +$263K | 0.03% | 310 |
|