Beam Wealth Advisors’s PayPal PYPL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-1,274
| Closed | -$332K | – | 129 |
|
2021
Q3 | $332K | Buy |
1,274
+71
| +6% | +$18.5K | 0.28% | 97 |
|
2021
Q2 | $351K | Buy |
1,203
+37
| +3% | +$10.8K | 0.3% | 92 |
|
2021
Q1 | $283K | Hold |
1,166
| – | – | 0.25% | 98 |
|
2020
Q4 | $273K | Sell |
1,166
-1,043
| -47% | -$244K | 0.26% | 93 |
|
2020
Q3 | $435K | Buy |
2,209
+76
| +4% | +$15K | 0.41% | 76 |
|
2020
Q2 | $376K | Buy |
2,133
+10
| +0.5% | +$1.76K | 0.38% | 81 |
|
2020
Q1 | $203K | Buy |
2,123
+83
| +4% | +$7.94K | 0.2% | 131 |
|
2019
Q4 | $221K | Buy |
+2,040
| New | +$221K | 0.21% | 137 |
|