CWP
Curated Wealth Partners’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,718
| Closed | -$276K | – | 146 |
|
|
2023
Q3 | $276K | Buy |
4,718
+1,035
| +28% | +$60.5K | 0.05% | 112 |
|
|
2023
Q2 | $246K | Buy |
3,683
+182
| +5% | +$12.1K | 0.05% | 112 |
|
|
2023
Q1 | $266K | Buy |
3,501
+611
| +21% | +$46.4K | 0.06% | 107 |
|
|
2022
Q4 | $206K | Sell |
2,890
-531
| -16% | -$37.8K | 0.05% | 121 |
|
|
2022
Q3 | $295K | Buy |
+3,421
| New | +$295K | 0.09% | 94 |
|
|
2022
Q2 | – | Sell |
-2,419
| Closed | -$457K | – | 157 |
|
|
2022
Q1 | $457K | Hold |
2,419
| – | – | 0.15% | 79 |
|
|
2021
Q4 | $457K | Buy |
2,419
+210
| +10% | +$39.7K | 0.15% | 82 |
|
|
2021
Q3 | $575K | Sell |
2,209
-290
| -12% | -$75.5K | 0.32% | 63 |
|
|
2021
Q2 | $728K | Sell |
2,499
-94
| -4% | -$27.4K | 0.4% | 46 |
|
|
2021
Q1 | $630K | Buy |
2,593
+164
| +7% | +$39.8K | 0.39% | 49 |
|
|
2020
Q4 | $569K | Buy |
+2,429
| New | +$569K | 0.37% | 48 |
|