CFA
Compass Financial Advisors’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,436
| Closed | -$210K | – | 134 |
|
|
2022
Q3 | $210K | Sell |
2,436
-1,400
| -36% | -$121K | 0.31% | 109 |
|
|
2022
Q2 | $268K | Sell |
3,836
-3,229
| -46% | -$226K | 0.37% | 95 |
|
|
2022
Q1 | $817K | Buy |
7,065
+2,898
| +70% | +$335K | 0.9% | 34 |
|
|
2021
Q4 | $786K | Buy |
+4,167
| New | +$786K | 0.87% | 35 |
|