SWM
Selective Wealth Management’s Paychex PAYX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-678
| Closed | -$76K | – | 550 |
|
|
2022
Q3 | $76K | Sell |
678
-100
| -13% | -$11.2K | 0.03% | 248 |
|
|
2022
Q2 | $89K | Buy |
778
+100
| +15% | +$11.4K | 0.03% | 237 |
|
|
2022
Q1 | $93K | Sell |
678
-225
| -25% | -$30.9K | 0.03% | 217 |
|
|
2021
Q4 | $123K | Hold |
903
| – | – | 0.05% | 175 |
|
|
2021
Q3 | $102K | Buy |
903
+225
| +33% | +$25.4K | 0.05% | 183 |
|
|
2021
Q2 | $73K | Hold |
678
| – | – | 0.06% | 144 |
|
|
2021
Q1 | $66K | Hold |
678
| – | – | 0.06% | 109 |
|
|
2020
Q4 | $63K | Hold |
678
| – | – | 0.04% | 100 |
|
|
2020
Q3 | $54K | Hold |
678
| – | – | 0.04% | 96 |
|
|
2020
Q2 | $51K | Hold |
678
| – | – | 0.04% | 104 |
|
|
2020
Q1 | $43K | Hold |
678
| – | – | 0.07% | 68 |
|
|
2019
Q4 | $58K | Hold |
678
| – | – | 0.07% | 70 |
|
|
2019
Q3 | $56K | Buy |
+678
| New | +$56K | 0.08% | 74 |
|