Stonebridge Capital Advisors’s Paylocity PCTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5
| Closed | -$923 | – | 985 |
|
|
2023
Q2 | $923 | Hold |
5
| – | – | ﹤0.01% | 863 |
|
|
2023
Q1 | $994 | Hold |
5
| – | – | ﹤0.01% | 860 |
|
|
2022
Q4 | $971 | Hold |
5
| – | – | ﹤0.01% | 865 |
|
|
2022
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 927 |
|
|
2022
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 881 |
|
|
2022
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 979 |
|
|
2021
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 928 |
|
|
2021
Q3 | $1K | Sell |
5
-5
| -50% | -$1K | ﹤0.01% | 906 |
|
|
2021
Q2 | $2K | Buy |
10
+5
| +100% | +$1K | ﹤0.01% | 951 |
|
|
2021
Q1 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 919 |
|