MGWM
Marks Group Wealth Management’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-31,961
| Closed | -$2.75M | – | 289 |
|
|
2022
Q3 | $2.75M | Buy |
31,961
+1,095
| +4% | +$94.3K | 0.42% | 87 |
|
|
2022
Q2 | $2.16M | Buy |
30,866
+3,496
| +13% | +$244K | 0.31% | 98 |
|
|
2022
Q1 | $3.17M | Buy |
27,370
+4,678
| +21% | +$541K | 0.4% | 87 |
|
|
2021
Q4 | $4.29M | Buy |
22,692
+9,703
| +75% | +$1.83M | 0.52% | 73 |
|
|
2021
Q3 | $3.41M | Buy |
12,989
+1,137
| +10% | +$298K | 0.46% | 80 |
|
|
2021
Q2 | $3.45M | Sell |
11,852
-1,738
| -13% | -$505K | 0.47% | 93 |
|
|
2021
Q1 | $3.28M | Sell |
13,590
-96
| -0.7% | -$23.2K | 0.49% | 91 |
|
|
2020
Q4 | $3.21M | Buy |
13,686
+271
| +2% | +$63.5K | 0.5% | 90 |
|
|
2020
Q3 | $2.64M | Sell |
13,415
-350
| -3% | -$69K | 0.48% | 93 |
|
|
2020
Q2 | $2.42M | Buy |
+13,765
| New | +$2.42M | 0.49% | 91 |
|