LWS
Lucia Wealth Services’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.84M | Buy |
9,320
+964
| +12% | +$190K | 0.43% | 46 |
|
|
2020
Q2 | $1.46M | Buy |
8,356
+491
| +6% | +$85.6K | 0.38% | 46 |
|
|
2020
Q1 | $753K | Buy |
7,865
+5,132
| +188% | +$491K | 0.25% | 69 |
|
|
2019
Q4 | $296K | Buy |
2,733
+60
| +2% | +$6.5K | 0.09% | 105 |
|
|
2019
Q3 | $277K | Buy |
2,673
+58
| +2% | +$6.01K | 0.09% | 97 |
|
|
2019
Q2 | $299K | Sell |
2,615
-356
| -12% | -$40.7K | 0.1% | 99 |
|
|
2019
Q1 | $309K | Buy |
+2,971
| New | +$309K | 0.11% | 105 |
|
|
2018
Q4 | – | Sell |
-1,314
| Closed | -$115K | – | 206 |
|
|
2018
Q3 | $115K | Buy |
+1,314
| New | +$115K | 0.04% | 158 |
|
|
2018
Q2 | – | Sell |
-5,019
| Closed | -$381K | – | 225 |
|
|
2018
Q1 | $381K | Buy |
+5,019
| New | +$381K | 0.12% | 101 |
|