Wealth Management Associates’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,199
| Closed | -$216K | – | 205 |
|
|
2021
Q1 | $216K | Buy |
2,199
+3
| +0.1% | +$294 | 0.14% | 171 |
|
|
2020
Q4 | $205K | Buy |
+2,196
| New | +$205K | 0.13% | 172 |
|
|
2020
Q1 | – | Sell |
-3,276
| Closed | -$279K | – | 143 |
|
|
2019
Q4 | $279K | Buy |
3,276
+9
| +0.3% | +$766 | 0.2% | 118 |
|
|
2019
Q3 | $270K | Buy |
+3,267
| New | +$270K | 0.22% | 110 |
|