SSWM
Sheets Smith Wealth Management’s Paylocity PCTY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,726
| Closed | -$687K | – | 312 |
|
|
2019
Q4 | $687K | Buy |
5,726
+1,628
| +40% | +$195K | 0.13% | 162 |
|
|
2019
Q3 | $400K | Sell |
4,098
-1,771
| -30% | -$173K | 0.08% | 222 |
|
|
2019
Q2 | $551K | Sell |
5,869
-48
| -0.8% | -$4.51K | 0.11% | 189 |
|
|
2019
Q1 | $528K | Buy |
+5,917
| New | +$528K | 0.11% | 192 |
|
|
2018
Q1 | – | Sell |
-6,527
| Closed | -$308K | – | 333 |
|
|
2017
Q4 | $308K | Sell |
6,527
-77
| -1% | -$3.63K | 0.07% | 263 |
|
|
2017
Q3 | $322K | Sell |
6,604
-94
| -1% | -$4.58K | 0.08% | 234 |
|
|
2017
Q2 | $303K | Buy |
+6,698
| New | +$303K | 0.08% | 231 |
|