Provenance Wealth Advisors’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 |
-7
| Closed | -$1.31K | – | 516 |
|
|
2025
Q1 | $1.31K | Hold |
7
| – | – | ﹤0.01% | 446 |
|
|
2024
Q4 | $1.4K | Hold |
7
| – | – | ﹤0.01% | 465 |
|
|
2024
Q3 | $1.16K | Hold |
7
| – | – | ﹤0.01% | 516 |
|
|
2024
Q2 | $923 | Hold |
7
| – | – | ﹤0.01% | 455 |
|
|
2024
Q1 | $1.2K | Hold |
7
| – | – | ﹤0.01% | 460 |
|
|
2023
Q4 | $1.15K | Sell |
7
-1
| -13% | -$165 | ﹤0.01% | 514 |
|
|
2023
Q3 | $1.45K | Buy |
+8
| New | +$1.45K | ﹤0.01% | 352 |
|