Motive Wealth Advisors’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-2,097
| Closed | -$235K | – | 63 |
|
2022
Q3 | $235K | Sell |
2,097
-660
| -24% | -$74K | 0.19% | 48 |
|
2022
Q2 | $314K | Sell |
2,757
-646
| -19% | -$73.6K | 0.25% | 60 |
|
2022
Q1 | $465K | Sell |
3,403
-1,640
| -33% | -$224K | 0.32% | 53 |
|
2021
Q4 | $688K | Sell |
5,043
-1,730
| -26% | -$236K | 0.41% | 47 |
|
2021
Q3 | $762K | Sell |
6,773
-519
| -7% | -$58.4K | 0.51% | 44 |
|
2021
Q2 | $782K | Buy |
+7,292
| New | +$782K | 0.56% | 44 |
|