IWA
Intercontinental Wealth Advisors’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,290
| Closed | -$243K | – | 292 |
|
|
2021
Q4 | $243K | Sell |
1,290
-295
| -19% | -$55.6K | 0.05% | 267 |
|
|
2021
Q3 | $412K | Sell |
1,585
-435
| -22% | -$113K | 0.1% | 192 |
|
|
2021
Q2 | $589K | Buy |
2,020
+120
| +6% | +$35K | 0.12% | 159 |
|
|
2021
Q1 | $461K | Buy |
1,900
+584
| +44% | +$142K | 0.1% | 168 |
|
|
2020
Q4 | $308K | Buy |
1,316
+52
| +4% | +$12.2K | 0.07% | 198 |
|
|
2020
Q3 | $249K | Buy |
+1,264
| New | +$249K | 0.07% | 171 |
|
|
2020
Q1 | – | Sell |
-8
| Closed | -$1K | – | 271 |
|
|
2019
Q4 | $1K | Sell |
8
-46
| -85% | -$5.75K | ﹤0.01% | 344 |
|
|
2019
Q3 | $6K | Hold |
54
| – | – | ﹤0.01% | 381 |
|
|
2019
Q2 | $6K | Hold |
54
| – | – | ﹤0.01% | 358 |
|
|
2019
Q1 | $6K | Hold |
54
| – | – | ﹤0.01% | 377 |
|
|
2018
Q4 | $5K | Buy |
+54
| New | +$5K | ﹤0.01% | 399 |
|