DWM
Doyle Wealth Management’s PayPal PYPL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-1,001
| Closed | -$260K | – | 236 |
|
2021
Q3 | $260K | Hold |
1,001
| – | – | 0.02% | 191 |
|
2021
Q2 | $292K | Buy |
1,001
+5
| +0.5% | +$1.46K | 0.02% | 182 |
|
2021
Q1 | $242K | Buy |
996
+69
| +7% | +$16.8K | 0.02% | 193 |
|
2020
Q4 | $217K | Buy |
+927
| New | +$217K | 0.02% | 197 |
|
2019
Q3 | – | Sell |
-1,241
| Closed | -$142K | – | 612 |
|
2019
Q2 | $142K | Buy |
+1,241
| New | +$142K | 0.02% | 231 |
|
2019
Q1 | – | Sell |
-837
| Closed | -$70K | – | 597 |
|
2018
Q4 | $70K | Buy |
+837
| New | +$70K | 0.01% | 303 |
|