IWA
IBEX Wealth Advisors’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-31,154
| Closed | -$2.66M | – | 190 |
|
|
2024
Q4 | $2.66M | Buy |
+31,154
| New | +$2.66M | 0.31% | 74 |
|
|
2021
Q4 | – | Sell |
-1,379
| Closed | -$359K | – | 374 |
|
|
2021
Q3 | $359K | Sell |
1,379
-4,394
| -76% | -$1.14M | 0.07% | 135 |
|
|
2021
Q2 | $1.68M | Buy |
+5,773
| New | +$1.68M | 0.34% | 93 |
|
|
2020
Q3 | – | Sell |
-14,192
| Closed | -$2.47M | – | 108 |
|
|
2020
Q2 | $2.47M | Buy |
+14,192
| New | +$2.47M | 0.79% | 54 |
|
|
2017
Q1 | – | Sell |
-65
| Closed | -$3K | – | 310 |
|
|
2016
Q4 | $3K | Buy |
+65
| New | +$3K | ﹤0.01% | 420 |
|