CPWM
Cypress Point Wealth Management’s PayPal PYPL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-100
| Closed | -$26K | – | 123 |
|
2021
Q3 | $26K | Hold |
100
| – | – | 0.02% | 80 |
|
2021
Q2 | $29K | Hold |
100
| – | – | 0.02% | 82 |
|
2021
Q1 | $24K | Sell |
100
-3,250
| -97% | -$780K | 0.03% | 58 |
|
2020
Q4 | $784K | Buy |
+3,350
| New | +$784K | 1.19% | 27 |
|