Pathstone Family Office’s Paylocity PCTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $318K | Buy |
1,748
+267
| +18% | +$48.5K | ﹤0.01% | 1277 |
|
|
2023
Q2 | $271K | Buy |
1,481
+58
| +4% | +$10.6K | ﹤0.01% | 1001 |
|
|
2023
Q1 | $285K | Sell |
1,423
-1,517
| -52% | -$304K | ﹤0.01% | 932 |
|
|
2022
Q4 | $513K | Buy |
2,940
+627
| +27% | +$109K | ﹤0.01% | 1086 |
|
|
2022
Q3 | $560K | Buy |
2,313
+488
| +27% | +$118K | 0.01% | 1034 |
|
|
2022
Q2 | $318K | Sell |
1,825
-58
| -3% | -$10.1K | 0.01% | 767 |
|
|
2022
Q1 | $387K | Buy |
1,883
+247
| +15% | +$50.8K | 0.01% | 645 |
|
|
2021
Q4 | $386K | Buy |
1,636
+9
| +0.6% | +$2.12K | 0.01% | 636 |
|
|
2021
Q3 | $456K | Buy |
+1,627
| New | +$456K | 0.01% | 548 |
|