TD Private Client Wealth’s Paylocity PCTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11
| Closed | -$1.81K | – | 1250 |
|
|
2023
Q4 | $1.81K | Hold |
11
| – | – | ﹤0.01% | 1161 |
|
|
2023
Q3 | $2K | Hold |
11
| – | – | ﹤0.01% | 1153 |
|
|
2023
Q2 | $2.03K | Buy |
+11
| New | +$2.03K | ﹤0.01% | 1168 |
|
|
2022
Q1 | – | Sell |
-754
| Closed | -$178K | – | 1316 |
|
|
2021
Q4 | $178K | Sell |
754
-5
| -0.7% | -$1.18K | 0.01% | 567 |
|
|
2021
Q3 | $213K | Hold |
759
| – | – | 0.01% | 515 |
|
|
2021
Q2 | $145K | Buy |
759
+322
| +74% | +$61.4K | 0.01% | 564 |
|
|
2021
Q1 | $78.6K | Hold |
437
| – | – | ﹤0.01% | 631 |
|
|
2020
Q4 | $90K | Hold |
437
| – | – | ﹤0.01% | 571 |
|
|
2020
Q3 | $70.5K | Buy |
437
+430
| +6,143% | +$69.4K | ﹤0.01% | 567 |
|
|
2020
Q2 | $1.02K | Hold |
7
| – | – | ﹤0.01% | 956 |
|
|
2020
Q1 | $618 | Hold |
7
| – | – | ﹤0.01% | 954 |
|
|
2019
Q4 | $846 | Buy |
+7
| New | +$846 | ﹤0.01% | 958 |
|