Schubert & Co’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 |
-4
| Closed | -$796 | – | 1091 |
|
|
2023
Q1 | $796 | Hold |
4
| – | – | ﹤0.01% | 1287 |
|
|
2022
Q4 | $777 | Sell |
4
-2
| -33% | -$389 | ﹤0.01% | 1267 |
|
|
2022
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 1205 |
|
|
2022
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 1235 |
|
|
2022
Q1 | $1K | Buy |
6
+2
| +50% | +$333 | ﹤0.01% | 850 |
|
|
2021
Q4 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 797 |
|