PWM
PRW Wealth Management’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-7,016
| Closed | -$2.05M | – | 242 |
|
|
2021
Q2 | $2.05M | Buy |
+7,016
| New | +$2.05M | 0.6% | 44 |
|
|
2021
Q1 | – | Sell |
-941
| Closed | -$220K | – | 100 |
|
|
2020
Q4 | $220K | Buy |
+941
| New | +$220K | 0.12% | 85 |
|
|
2019
Q2 | – | Sell |
-693
| Closed | -$72K | – | 523 |
|
|
2019
Q1 | $72K | Hold |
693
| – | – | 0.07% | 109 |
|
|
2018
Q4 | $58K | Buy |
+693
| New | +$58K | 0.07% | 123 |
|