CWMU
Caliber Wealth Management (Utah)’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-10,356
| Closed | -$1.85M | – | 65 |
|
|
2021
Q4 | $1.85M | Buy |
10,356
+2,922
| +39% | +$521K | 1.28% | 40 |
|
|
2021
Q3 | $2.01M | Buy |
7,434
+76
| +1% | +$20.5K | 1.42% | 29 |
|
|
2021
Q2 | $2.15M | Sell |
7,358
-192
| -3% | -$56K | 1.52% | 15 |
|
|
2021
Q1 | $1.83M | Sell |
7,550
-638
| -8% | -$155K | 1.33% | 18 |
|
|
2020
Q4 | $1.92M | Buy |
+8,188
| New | +$1.92M | 1.88% | 15 |
|