CFA
Capstone Financial Advisors’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,087
| Closed | -$205K | – | 150 |
|
|
2021
Q4 | $205K | Sell |
1,087
-320
| -23% | -$60.4K | 0.01% | 120 |
|
|
2021
Q3 | $366K | Hold |
1,407
| – | – | 0.03% | 86 |
|
|
2021
Q2 | $410K | Buy |
1,407
+20
| +1% | +$5.83K | 0.03% | 86 |
|
|
2021
Q1 | $337K | Sell |
1,387
-208
| -13% | -$50.5K | 0.03% | 81 |
|
|
2020
Q4 | $374K | Hold |
1,595
| – | – | 0.04% | 70 |
|
|
2020
Q3 | $314K | Buy |
1,595
+320
| +25% | +$63K | 0.03% | 69 |
|
|
2020
Q2 | $222K | Buy |
+1,275
| New | +$222K | 0.03% | 83 |
|