SVA Wealth Management’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-21,452
| Closed | -$1.06M | – | 207 |
|
|
2015
Q1 | $1.06M | Buy |
21,452
+2,336
| +12% | +$116K | 0.19% | 113 |
|
|
2014
Q4 | $883K | Buy |
19,116
+1,558
| +9% | +$72K | 0.32% | 77 |
|
|
2014
Q3 | $776K | Sell |
17,558
-366
| -2% | -$16.2K | 0.33% | 74 |
|
|
2014
Q2 | $745K | Buy |
17,924
+964
| +6% | +$40.1K | 0.32% | 73 |
|
|
2014
Q1 | $722K | Buy |
16,960
+313
| +2% | +$13.3K | 0.34% | 69 |
|
|
2013
Q4 | $758K | Buy |
+16,647
| New | +$758K | 0.45% | 57 |
|