Provenance Wealth Advisors’s Paylocity PCTY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$1.31K Hold
2024
Q4
$1.4K Hold
2024
Q3
$1.16K Hold
2024
Q2
$923 Hold
2024
Q1
$1.2K Hold
2023
Q4
$1.15K Sell
2023
Q3
$1.45K Buy