KJWM
Kiley Juergens Wealth Management’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-10,645
| Closed | -$743K | – | 74 |
|
|
2022
Q2 | $743K | Buy |
10,645
+119
| +1% | +$8.31K | 0.35% | 52 |
|
|
2022
Q1 | $1.22M | Sell |
10,526
-628
| -6% | -$72.6K | 0.59% | 32 |
|
|
2021
Q4 | $2.1M | Buy |
11,154
+409
| +4% | +$77.1K | 0.8% | 26 |
|
|
2021
Q3 | $2.8M | Sell |
10,745
-2
| -0% | -$520 | 1.23% | 19 |
|
|
2021
Q2 | $3.13M | Buy |
10,747
+96
| +0.9% | +$28K | 1.44% | 17 |
|
|
2021
Q1 | $2.59M | Buy |
10,651
+31
| +0.3% | +$7.53K | 1.35% | 17 |
|
|
2020
Q4 | $2.49M | Buy |
10,620
+95
| +0.9% | +$22.2K | 1.47% | 16 |
|
|
2020
Q3 | $2.07M | Buy |
10,525
+314
| +3% | +$61.8K | 1.52% | 14 |
|
|
2020
Q2 | $1.78M | Hold |
10,211
| – | – | 1.49% | 18 |
|
|
2020
Q1 | $977K | Buy |
+10,211
| New | +$977K | 1.01% | 23 |
|
|
2018
Q4 | – | Sell |
-971
| Closed | -$85K | – | 491 |
|
|
2018
Q3 | $85K | Buy |
971
+169
| +21% | +$14.8K | 0.06% | 169 |
|
|
2018
Q2 | $66K | Buy |
+802
| New | +$66K | 0.06% | 172 |
|
|
2018
Q1 | – | Sell |
-776
| Closed | -$57K | – | 472 |
|
|
2017
Q4 | $57K | Buy |
+776
| New | +$57K | 0.05% | 187 |
|