Wealthspire Advisors (Maryland)’s Paylocity PCTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-640
| Closed | -$57K | – | 1592 |
|
|
2019
Q1 | $57K | Sell |
640
-134
| -17% | -$11.9K | ﹤0.01% | 851 |
|
|
2018
Q4 | $47K | Buy |
774
+200
| +35% | +$12.1K | ﹤0.01% | 882 |
|
|
2018
Q3 | $46K | Sell |
574
-154
| -21% | -$12.3K | ﹤0.01% | 1004 |
|
|
2018
Q2 | $43K | Buy |
728
+15
| +2% | +$886 | ﹤0.01% | 1035 |
|
|
2018
Q1 | $37K | Buy |
713
+53
| +8% | +$2.75K | ﹤0.01% | 1103 |
|
|
2017
Q4 | $31K | Buy |
660
+94
| +17% | +$4.42K | ﹤0.01% | 1178 |
|
|
2017
Q3 | $28K | Buy |
566
+40
| +8% | +$1.98K | ﹤0.01% | 1183 |
|
|
2017
Q2 | $24K | Buy |
526
+186
| +55% | +$8.49K | ﹤0.01% | 1200 |
|
|
2017
Q1 | $13K | Buy |
340
+215
| +172% | +$8.22K | ﹤0.01% | 1240 |
|
|
2016
Q4 | $4K | Buy |
+125
| New | +$4K | ﹤0.01% | 1433 |
|