Tilia Fiduciary Partners’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,145
| Closed | -$128K | – | 358 |
|
|
2023
Q2 | $128K | Hold |
1,145
| – | – | 0.11% | 114 |
|
|
2023
Q1 | $131K | Hold |
1,145
| – | – | 0.13% | 116 |
|
|
2022
Q4 | $132K | Hold |
1,145
| – | – | 0.13% | 118 |
|
|
2022
Q3 | $124K | Hold |
1,145
| – | – | 0.13% | 120 |
|
|
2022
Q2 | $132K | Hold |
1,145
| – | – | 0.13% | 120 |
|
|
2022
Q1 | $156K | Hold |
1,145
| – | – | 0.13% | 121 |
|
|
2021
Q4 | $156K | Buy |
+1,145
| New | +$156K | 0.13% | 119 |
|