CWM
Curi Wealth Management’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-212
| Closed | -$15K | – | 576 |
|
|
2022
Q2 | $15K | Sell |
212
-24
| -10% | -$1.7K | ﹤0.01% | 335 |
|
|
2022
Q1 | $27K | Buy |
236
+75
| +47% | +$8.58K | ﹤0.01% | 258 |
|
|
2021
Q4 | $30K | Buy |
+161
| New | +$30K | 0.01% | 212 |
|
|
2021
Q1 | – | Sell |
-622
| Closed | -$145K | – | 398 |
|
|
2020
Q4 | $145K | Buy |
+622
| New | +$145K | 0.1% | 100 |
|