AWM
Accel Wealth Management’s PayPal PYPL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-977
| Closed | -$74.2K | – | 680 |
|
2023
Q1 | $74.2K | Sell |
977
-51
| -5% | -$3.87K | 0.03% | 388 |
|
2022
Q4 | $73.2K | Sell |
1,028
-500
| -33% | -$35.6K | 0.04% | 293 |
|
2022
Q3 | $142K | Hold |
1,528
| – | – | 0.08% | 206 |
|
2022
Q2 | $113K | Sell |
1,528
-256
| -14% | -$18.9K | 0.06% | 215 |
|
2022
Q1 | $208K | Sell |
1,784
-47
| -3% | -$5.48K | 0.11% | 150 |
|
2021
Q4 | $345K | Buy |
1,831
+662
| +57% | +$125K | 0.17% | 106 |
|
2021
Q3 | $304K | Buy |
1,169
+30
| +3% | +$7.8K | 0.2% | 89 |
|
2021
Q2 | $332K | Hold |
1,139
| – | – | 0.22% | 90 |
|
2021
Q1 | $277K | Buy |
1,139
+155
| +16% | +$37.7K | 0.22% | 93 |
|
2020
Q4 | $230K | Buy |
+984
| New | +$230K | 0.21% | 106 |
|