JWM
Jeppson Wealth Management’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,480
| Closed | -$213K | – | 210 |
|
|
2022
Q3 | $213K | Buy |
+2,480
| New | +$213K | 0.1% | 176 |
|
|
2022
Q2 | – | Sell |
-1,810
| Closed | -$209K | – | 195 |
|
|
2022
Q1 | $209K | Buy |
1,810
+215
| +13% | +$24.8K | 0.1% | 163 |
|
|
2021
Q4 | $301K | Buy |
1,595
+477
| +43% | +$90K | 0.15% | 122 |
|
|
2021
Q3 | $290K | Sell |
1,118
-15
| -1% | -$3.89K | 0.15% | 116 |
|
|
2021
Q2 | $330K | Buy |
1,133
+25
| +2% | +$7.28K | 0.18% | 101 |
|
|
2021
Q1 | $269K | Buy |
1,108
+54
| +5% | +$13.1K | 0.16% | 116 |
|
|
2020
Q4 | $247K | Buy |
1,054
+2
| +0.2% | +$469 | 0.16% | 115 |
|
|
2020
Q3 | $207K | Buy |
+1,052
| New | +$207K | 0.16% | 113 |
|