Regal Investment Advisors’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,966
| Closed | -$234K | – | 595 |
|
|
2023
Q4 | $234K | Buy |
1,966
+8
| +0.4% | +$953 | 0.02% | 477 |
|
|
2023
Q3 | $226K | Buy |
+1,958
| New | +$226K | 0.02% | 443 |
|
|
2015
Q4 | – | Sell |
-1,687
| Closed | -$80K | – | 697 |
|
|
2015
Q3 | $80K | Hold |
1,687
| – | – | 0.02% | 377 |
|
|
2015
Q2 | $79K | Hold |
1,687
| – | – | 0.02% | 369 |
|
|
2015
Q1 | $84K | Sell |
1,687
-40
| -2% | -$1.99K | 0.02% | 362 |
|
|
2014
Q4 | $80K | Sell |
1,727
-40
| -2% | -$1.85K | 0.02% | 340 |
|
|
2014
Q3 | $78K | Hold |
1,767
| – | – | 0.02% | 345 |
|
|
2014
Q2 | $73K | Hold |
1,767
| – | – | 0.03% | 322 |
|
|
2014
Q1 | $75K | Sell |
1,767
-276
| -14% | -$11.7K | 0.03% | 298 |
|
|
2013
Q4 | $93K | Buy |
+2,043
| New | +$93K | 0.05% | 220 |
|
|
2013
Q3 | – | Hold |
0
| – | – | – | 932 |
|
|
2013
Q2 | – | Hold |
0
| – | – | – | 912 |
|