BWP
BSW Wealth Partners’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,564
| Closed | -$802K | – | 311 |
|
|
2023
Q1 | $802K | Buy |
10,564
+2,291
| +28% | +$174K | 0.16% | 89 |
|
|
2022
Q4 | $589K | Sell |
8,273
-1,213
| -13% | -$86.4K | 0.13% | 119 |
|
|
2022
Q3 | $816K | Buy |
9,486
+590
| +7% | +$50.8K | 0.2% | 66 |
|
|
2022
Q2 | $621K | Buy |
8,896
+988
| +12% | +$69K | 0.15% | 98 |
|
|
2022
Q1 | $915K | Buy |
7,908
+3,383
| +75% | +$391K | 0.23% | 62 |
|
|
2021
Q4 | $853K | Sell |
4,525
-157
| -3% | -$29.6K | 0.21% | 66 |
|
|
2021
Q3 | $1.22M | Buy |
4,682
+174
| +4% | +$45.3K | 0.34% | 43 |
|
|
2021
Q2 | $1.31M | Buy |
4,508
+1,012
| +29% | +$295K | 0.36% | 35 |
|
|
2021
Q1 | $849K | Buy |
3,496
+82
| +2% | +$19.9K | 0.25% | 52 |
|
|
2020
Q4 | $800K | Buy |
3,414
+280
| +9% | +$65.6K | 0.25% | 50 |
|
|
2020
Q3 | $617K | Buy |
3,134
+91
| +3% | +$17.9K | 0.23% | 50 |
|
|
2020
Q2 | $531K | Buy |
+3,043
| New | +$531K | 0.18% | 62 |
|
|
2018
Q4 | – | Sell |
-3,669
| Closed | -$322K | – | 132 |
|
|
2018
Q3 | $322K | Buy |
+3,669
| New | +$322K | 0.12% | 75 |
|