Rise Advisors’s Paylocity PCTY Stock Holding History

Rise Advisors’s Portfolio PCTY Stock Details PCTY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$15.1K	Hold
2025 Q2	$17.2K	Hold
2025 Q1	$17.8K	Sell
2024 Q4	$25.3K	Hold
2024 Q3	$21K	Hold
2024 Q2	$16.7K	Hold
2024 Q1	$21.8K	Buy