KWM
Keebeck Wealth Management’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,385
| Closed | -$291K | – | 248 |
|
|
2022
Q3 | $291K | Buy |
3,385
+400
| +13% | +$34.4K | 0.06% | 191 |
|
|
2022
Q2 | $208K | Hold |
2,985
| – | – | 0.04% | 223 |
|
|
2022
Q1 | $345K | Buy |
2,985
+700
| +31% | +$80.9K | 0.06% | 189 |
|
|
2021
Q4 | $431K | Hold |
2,285
| – | – | 0.08% | 159 |
|
|
2021
Q3 | $595K | Sell |
2,285
-235
| -9% | -$61.2K | 0.12% | 128 |
|
|
2021
Q2 | $735K | Buy |
2,520
+43
| +2% | +$12.5K | 0.11% | 136 |
|
|
2021
Q1 | $602K | Buy |
2,477
+179
| +8% | +$43.5K | 0.09% | 147 |
|
|
2020
Q4 | $538K | Hold |
2,298
| – | – | 0.09% | 145 |
|
|
2020
Q3 | $452K | Buy |
2,298
+1,013
| +79% | +$199K | 0.09% | 138 |
|
|
2020
Q2 | $223K | Buy |
+1,285
| New | +$223K | 0.07% | 151 |
|
|
2020
Q1 | – | Sell |
-1,285
| Closed | -$138K | – | 287 |
|
|
2019
Q4 | $138K | Buy |
+1,285
| New | +$138K | 0.04% | 164 |
|