Sowell Financial Services’s Paylocity PCTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-445
| Closed | -$76K | – | 2075 |
|
|
2021
Q1 | $76K | Sell |
445
-290
| -39% | -$49.5K | ﹤0.01% | 1493 |
|
|
2020
Q4 | $151K | Buy |
735
+75
| +11% | +$15.4K | 0.01% | 972 |
|
|
2020
Q3 | $107K | Buy |
660
+208
| +46% | +$33.7K | 0.01% | 950 |
|
|
2020
Q2 | $66K | Buy |
452
+77
| +21% | +$11.2K | ﹤0.01% | 1091 |
|
|
2020
Q1 | $33K | Buy |
375
+87
| +30% | +$7.66K | ﹤0.01% | 1201 |
|
|
2019
Q4 | $35K | Sell |
288
-4
| -1% | -$486 | ﹤0.01% | 1271 |
|
|
2019
Q3 | $28K | Buy |
+292
| New | +$28K | ﹤0.01% | 1175 |
|