RPWA
Regent Peak Wealth Advisors’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,460
| Closed | -$211K | – | 164 |
|
|
2022
Q3 | $211K | Buy |
+2,460
| New | +$211K | 0.07% | 140 |
|
|
2022
Q2 | – | Sell |
-3,940
| Closed | -$456K | – | 170 |
|
|
2022
Q1 | $456K | Buy |
3,940
+294
| +8% | +$34K | 0.13% | 93 |
|
|
2021
Q4 | $688K | Sell |
3,646
-280
| -7% | -$52.8K | 0.19% | 74 |
|
|
2021
Q3 | $1.02M | Sell |
3,926
-91
| -2% | -$23.7K | 0.29% | 57 |
|
|
2021
Q2 | $1.11M | Buy |
4,017
+285
| +8% | +$78.5K | 0.31% | 57 |
|
|
2021
Q1 | $906K | Sell |
3,732
-45
| -1% | -$10.9K | 0.3% | 58 |
|
|
2020
Q4 | $885K | Buy |
3,777
+420
| +13% | +$98.4K | 0.3% | 60 |
|
|
2020
Q3 | $661K | Buy |
3,357
+227
| +7% | +$44.7K | 0.28% | 61 |
|
|
2020
Q2 | $545K | Buy |
+3,130
| New | +$545K | 0.25% | 64 |
|