CWM
CCG Wealth Management’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,404
| Closed | -$207K | – | 104 |
|
|
2022
Q3 | $207K | Buy |
+2,404
| New | +$207K | 0.13% | 88 |
|
|
2021
Q4 | – | Sell |
-860
| Closed | -$224K | – | 111 |
|
|
2021
Q3 | $224K | Hold |
860
| – | – | 0.13% | 92 |
|
|
2021
Q2 | $251K | Sell |
860
-25
| -3% | -$7.3K | 0.2% | 58 |
|
|
2021
Q1 | $215K | Buy |
885
+10
| +1% | +$2.43K | 0.21% | 70 |
|
|
2020
Q4 | $205K | Sell |
875
-400
| -31% | -$93.7K | 0.22% | 75 |
|
|
2020
Q3 | $251K | Sell |
1,275
-250
| -16% | -$49.2K | 0.24% | 40 |
|
|
2020
Q2 | $266K | Buy |
+1,525
| New | +$266K | 0.25% | 39 |
|
|
2020
Q1 | – | Sell |
-2,075
| Closed | -$224K | – | 83 |
|
|
2019
Q4 | $224K | Buy |
+2,075
| New | +$224K | 0.14% | 89 |
|