MCIA
Mountain Capital Investment Advisors’s Paychex PAYX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-15,516
| Closed | -$1.49M | – | 137 |
|
|
2021
Q1 | $1.49M | Buy |
15,516
+2,543
| +20% | +$245K | 0.75% | 35 |
|
|
2020
Q4 | $1.18M | Sell |
12,973
-2,860
| -18% | -$260K | 0.71% | 40 |
|
|
2020
Q3 | $1.31M | Buy |
+15,833
| New | +$1.31M | 0.85% | 40 |
|
|
2017
Q4 | – | Sell |
-296
| Closed | -$18K | – | 314 |
|
|
2017
Q3 | $18K | Sell |
296
-40
| -12% | -$2.43K | 0.02% | 199 |
|
|
2017
Q2 | $19K | Buy |
+336
| New | +$19K | 0.02% | 217 |
|