YorkBridge Wealth Partners’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-440
| Closed | -$36K | – | 514 |
|
|
2019
Q2 | $36K | Hold |
440
| – | – | 0.02% | 404 |
|
|
2019
Q1 | $35K | Hold |
440
| – | – | 0.02% | 395 |
|
|
2018
Q4 | $29K | Hold |
440
| – | – | 0.02% | 384 |
|
|
2018
Q3 | $32K | Sell |
440
-156
| -26% | -$11.3K | 0.01% | 413 |
|
|
2018
Q2 | $41K | Hold |
596
| – | – | 0.02% | 387 |
|
|
2018
Q1 | $37K | Hold |
596
| – | – | 0.02% | 400 |
|
|
2017
Q4 | $38K | Sell |
596
-180
| -23% | -$11.5K | 0.02% | 400 |
|
|
2017
Q3 | $47K | Buy |
776
+156
| +25% | +$9.45K | 0.02% | 381 |
|
|
2017
Q2 | $35K | Hold |
620
| – | – | 0.02% | 420 |
|
|
2017
Q1 | $37K | Buy |
620
+180
| +41% | +$10.7K | 0.02% | 407 |
|
|
2016
Q4 | $26K | Buy |
+440
| New | +$26K | 0.02% | 438 |
|