EWA
Encompass Wealth Advisors’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,740
| Closed | -$201K | – | 245 |
|
|
2022
Q1 | $201K | Buy |
1,740
+197
| +13% | +$22.8K | 0.05% | 215 |
|
|
2021
Q4 | $291K | Buy |
1,543
+550
| +55% | +$104K | 0.07% | 187 |
|
|
2021
Q3 | $258K | Hold |
993
| – | – | 0.07% | 194 |
|
|
2021
Q2 | $289K | Buy |
+993
| New | +$289K | 0.07% | 187 |
|