TrueWealth LLC’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-85
| Closed | -$7K | – | 776 |
|
|
2019
Q4 | $7K | Hold |
85
| – | – | ﹤0.01% | 524 |
|
|
2019
Q3 | $7K | Hold |
85
| – | – | ﹤0.01% | 514 |
|
|
2019
Q2 | $7K | Buy |
+85
| New | +$7K | ﹤0.01% | 522 |
|
|
2018
Q1 | – | Sell |
-199
| Closed | -$14K | – | 892 |
|
|
2017
Q4 | $14K | Buy |
+199
| New | +$14K | 0.01% | 450 |
|