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Optimize Financial’s Paylocity PCTY Stock Holding History

Optimize Financial’s Portfolio PCTY Stock Details PCTY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,074
Closed -$201K – 234
2025
Q1 		$201K Sell
1,074
-269
-20% -$50.4K 0.15% 200
2024
Q4 		$268K Buy
+1,343
New +$268K 0.2% 156