Sageworth Trust Company of South Dakota’s Paylocity PCTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-465
| Closed | -$92.4K | – | 158 |
|
|
2023
Q1 | $92.4K | Hold |
465
| – | – | 0.22% | 49 |
|
|
2022
Q4 | $90K | Hold |
465
| – | – | 0.2% | 50 |
|
|
2022
Q3 | $112K | Sell |
465
-104
| -18% | -$25K | 0.28% | 38 |
|
|
2022
Q2 | $99K | Hold |
569
| – | – | 0.2% | 44 |
|
|
2022
Q1 | $117K | Hold |
569
| – | – | 0.22% | 40 |
|
|
2021
Q4 | $134K | Buy |
+569
| New | +$134K | 0.21% | 46 |
|