Pathstone Family Office’s Paylocity PCTY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$318K Buy
2023
Q2
$271K Buy
2023
Q1
$285K Sell
2022
Q4
$513K Buy
2022
Q3
$560K Buy
2022
Q2
$318K Sell
2022
Q1
$387K Buy
2021
Q4
$386K Buy
2021
Q3
$456K Buy