PFWA
Paces Ferry Wealth Advisors’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,457
| Closed | -$263K | – | 110 |
|
|
2023
Q1 | $263K | Buy |
+3,457
| New | +$263K | 0.21% | 92 |
|
|
2022
Q4 | – | Sell |
-4,020
| Closed | -$346K | – | 110 |
|
|
2022
Q3 | $346K | Buy |
4,020
+204
| +5% | +$17.6K | 0.38% | 62 |
|
|
2022
Q2 | $267K | Sell |
3,816
-155
| -4% | -$10.8K | 0.26% | 81 |
|
|
2022
Q1 | $459K | Buy |
3,971
+1,933
| +95% | +$223K | 0.36% | 57 |
|
|
2021
Q4 | $384K | Sell |
2,038
-286
| -12% | -$53.9K | 0.28% | 74 |
|
|
2021
Q3 | $605K | Buy |
2,324
+292
| +14% | +$76K | 0.48% | 48 |
|
|
2021
Q2 | $592K | Buy |
2,032
+108
| +6% | +$31.5K | 0.45% | 49 |
|
|
2021
Q1 | $467K | Sell |
1,924
-1
| -0.1% | -$243 | 0.41% | 57 |
|
|
2020
Q4 | $451K | Buy |
1,925
+228
| +13% | +$53.4K | 0.41% | 62 |
|
|
2020
Q3 | $334K | Buy |
+1,697
| New | +$334K | 0.29% | 69 |
|