Truvvo Partners’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-19,062
| Closed | -$1.3M | – | 110 |
|
|
2017
Q4 | $1.3M | Hold |
19,062
| – | – | 0.44% | 53 |
|
|
2017
Q3 | $1.14M | Hold |
19,062
| – | – | 0.38% | 61 |
|
|
2017
Q2 | $1.08M | Hold |
19,062
| – | – | 0.39% | 58 |
|
|
2017
Q1 | $1.12M | Sell |
19,062
-300
| -2% | -$17.7K | 0.5% | 45 |
|
|
2016
Q4 | $1.18K | Buy |
19,362
+674
| +4% | +$41 | 0.41% | 46 |
|
|
2016
Q3 | $1.08M | Hold |
18,688
| – | – | 0.49% | 49 |
|
|
2016
Q2 | $1.11M | Hold |
18,688
| – | – | 0.57% | 44 |
|
|
2016
Q1 | $1.01M | Buy |
18,688
+3,231
| +21% | +$174K | 0.45% | 38 |
|
|
2015
Q4 | $818K | Buy |
+15,457
| New | +$818K | 0.43% | 48 |
|