9WM
9258 Wealth Management’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,593
| Closed | -$223K | – | 339 |
|
|
2022
Q3 | $223K | Buy |
+2,593
| New | +$223K | 0.06% | 289 |
|
|
2022
Q2 | – | Sell |
-2,587
| Closed | -$299K | – | 350 |
|
|
2022
Q1 | $299K | Sell |
2,587
-63
| -2% | -$7.28K | 0.07% | 280 |
|
|
2021
Q4 | $500K | Sell |
2,650
-50
| -2% | -$9.43K | 0.11% | 195 |
|
|
2021
Q3 | $703K | Buy |
2,700
+18
| +0.7% | +$4.69K | 0.19% | 134 |
|
|
2021
Q2 | $782K | Hold |
2,682
| – | – | 0.21% | 118 |
|
|
2021
Q1 | $651K | Buy |
2,682
+51
| +2% | +$12.4K | 0.2% | 130 |
|
|
2020
Q4 | $616K | Buy |
2,631
+10
| +0.4% | +$2.34K | 0.2% | 126 |
|
|
2020
Q3 | $488K | Buy |
2,621
+115
| +5% | +$21.4K | 0.18% | 137 |
|
|
2020
Q2 | $437K | Hold |
2,506
| – | – | 0.18% | 149 |
|
|
2020
Q1 | $302K | Hold |
2,506
| – | – | 0.13% | 184 |
|
|
2019
Q4 | $271K | Buy |
+2,506
| New | +$271K | 0.1% | 229 |
|