CWM
Centric Wealth Management’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,046
| Closed | -$352K | – | 151 |
|
|
2022
Q1 | $352K | Sell |
3,046
-254
| -8% | -$29.4K | 0.11% | 118 |
|
|
2021
Q4 | $622K | Buy |
3,300
+209
| +7% | +$39.4K | 0.2% | 89 |
|
|
2021
Q3 | $804K | Hold |
3,091
| – | – | 0.3% | 77 |
|
|
2021
Q2 | $901K | Buy |
3,091
+810
| +36% | +$236K | 0.31% | 79 |
|
|
2021
Q1 | $554K | Buy |
+2,281
| New | +$554K | 0.16% | 131 |
|