Omnia Family Wealth’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-2,550
| Closed | -$210K | – | 96 |
|
|
2019
Q2 | $210K | Sell |
2,550
-471
| -16% | -$38.8K | 0.11% | 91 |
|
|
2019
Q1 | $242K | Buy |
3,021
+1,923
| +175% | +$154K | 0.12% | 79 |
|
|
2018
Q4 | $72K | Buy |
1,098
+991
| +926% | +$65K | 0.04% | 135 |
|
|
2018
Q3 | $8K | Hold |
107
| – | – | ﹤0.01% | 277 |
|
|
2018
Q2 | $7K | Hold |
107
| – | – | ﹤0.01% | 280 |
|
|
2018
Q1 | $7K | Sell |
107
-238
| -69% | -$15.6K | ﹤0.01% | 284 |
|
|
2017
Q4 | $23K | Buy |
345
+238
| +222% | +$15.9K | 0.01% | 221 |
|
|
2017
Q3 | $6K | Sell |
107
-38
| -26% | -$2.13K | ﹤0.01% | 323 |
|
|
2017
Q2 | $8K | Buy |
145
+89
| +159% | +$4.91K | ﹤0.01% | 321 |
|
|
2017
Q1 | $3K | Hold |
56
| – | – | ﹤0.01% | 521 |
|
|
2016
Q4 | $3K | Buy |
+56
| New | +$3K | ﹤0.01% | 529 |
|