NewSquare Capital’s Paylocity PCTY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2	Closed	-$375	–	1361
2025 Q1	$375	Buy	+2	New	+$375	﹤0.01%	1057
2023 Q2	–	Sell	-8	Closed	-$1.59K	–	929
2023 Q1	$1.59K	Hold	8	–	–	﹤0.01%	594
2022 Q4	$1.55K	Buy	+8	New	+$1.55K	﹤0.01%	519