CRWM
Castle Rock Wealth Management’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-19,161
| Closed | -$1.27M | – | 242 |
|
|
2024
Q1 | $1.27M | Buy |
+19,161
| New | +$1.27M | 0.35% | 91 |
|
|
2022
Q2 | – | Sell |
-3,884
| Closed | -$403K | – | 243 |
|
|
2022
Q1 | $403K | Sell |
3,884
-2,285
| -37% | -$237K | 0.19% | 149 |
|
|
2021
Q4 | $1.01M | Sell |
6,169
-1,104
| -15% | -$181K | 0.41% | 66 |
|
|
2021
Q3 | $1.67M | Buy |
7,273
+484
| +7% | +$111K | 0.57% | 49 |
|
|
2021
Q2 | $1.86M | Buy |
6,789
+213
| +3% | +$58.5K | 0.68% | 38 |
|
|
2021
Q1 | $1.73M | Buy |
6,576
+965
| +17% | +$253K | 0.7% | 39 |
|
|
2020
Q4 | $1.41M | Buy |
5,611
+419
| +8% | +$106K | 0.59% | 48 |
|
|
2020
Q3 | $1.11M | Buy |
5,192
+959
| +23% | +$204K | 0.72% | 43 |
|
|
2020
Q2 | $835K | Buy |
4,233
+2,544
| +151% | +$502K | 0.49% | 64 |
|
|
2020
Q1 | $244K | Sell |
1,689
-1,401
| -45% | -$202K | 0.21% | 102 |
|
|
2019
Q4 | $367K | Buy |
3,090
+37
| +1% | +$4.39K | 0.33% | 109 |
|
|
2019
Q3 | $313K | Sell |
3,053
-1,897
| -38% | -$194K | 0.33% | 110 |
|
|
2019
Q2 | $571K | Buy |
+4,950
| New | +$571K | 0.63% | 52 |
|
|
2018
Q4 | – | Sell |
-6,731
| Closed | -$570K | – | 83 |
|
|
2018
Q3 | $570K | Buy |
6,731
+577
| +9% | +$48.9K | 0.91% | 33 |
|
|
2018
Q2 | $512K | Buy |
6,154
+1,498
| +32% | +$125K | 0.7% | 46 |
|
|
2018
Q1 | $353K | Buy |
+4,656
| New | +$353K | 0.58% | 60 |
|