RWA
Ropes Wealth Advisors’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $249K | Sell |
4,260
-212
| -5% | -$12.4K | 0.05% | 231 |
|
|
2023
Q2 | $298K | Sell |
4,472
-93
| -2% | -$6.21K | 0.05% | 224 |
|
|
2023
Q1 | $347K | Sell |
4,565
-353
| -7% | -$26.8K | 0.06% | 205 |
|
|
2022
Q4 | $350K | Buy |
4,918
+521
| +12% | +$37.1K | 0.06% | 202 |
|
|
2022
Q3 | $378K | Sell |
4,397
-450
| -9% | -$38.7K | 0.08% | 174 |
|
|
2022
Q2 | $339K | Buy |
4,847
+110
| +2% | +$7.69K | 0.07% | 199 |
|
|
2022
Q1 | $548K | Sell |
4,737
-587
| -11% | -$67.9K | 0.09% | 186 |
|
|
2021
Q4 | $1M | Sell |
5,324
-628
| -11% | -$118K | 0.18% | 112 |
|
|
2021
Q3 | $1.55M | Buy |
5,952
+353
| +6% | +$91.9K | 0.25% | 87 |
|
|
2021
Q2 | $1.63M | Buy |
5,599
+327
| +6% | +$95.3K | 0.26% | 88 |
|
|
2021
Q1 | $1.31M | Buy |
5,272
+799
| +18% | +$199K | 0.23% | 96 |
|
|
2020
Q4 | $1.05M | Sell |
4,473
-168
| -4% | -$39.4K | 0.16% | 92 |
|
|
2020
Q3 | $914K | Buy |
4,641
+374
| +9% | +$73.7K | 0.18% | 98 |
|
|
2020
Q2 | $743K | Sell |
4,267
-180
| -4% | -$31.3K | 0.15% | 108 |
|
|
2020
Q1 | $426K | Hold |
4,447
| – | – | 0.11% | 132 |
|
|
2019
Q4 | $481K | Hold |
4,447
| – | – | 0.1% | 143 |
|
|
2019
Q3 | $461K | Sell |
4,447
-2,418
| -35% | -$251K | 0.1% | 143 |
|
|
2019
Q2 | $786K | Buy |
6,865
+1,168
| +21% | +$134K | 0.17% | 102 |
|
|
2019
Q1 | $592K | Hold |
5,697
| – | – | 0.16% | 125 |
|
|
2018
Q4 | $479K | Sell |
5,697
-520
| -8% | -$43.7K | 0.14% | 134 |
|
|
2018
Q3 | $546K | Hold |
6,217
| – | – | 0.14% | 136 |
|
|
2018
Q2 | $518K | Sell |
6,217
-525
| -8% | -$43.7K | 0.14% | 135 |
|
|
2018
Q1 | $512K | Buy |
6,742
+525
| +8% | +$39.9K | 0.14% | 136 |
|
|
2017
Q4 | $458K | Sell |
6,217
-2,925
| -32% | -$215K | 0.12% | 146 |
|
|
2017
Q3 | $585K | Buy |
9,142
+500
| +6% | +$32K | 0.16% | 122 |
|
|
2017
Q2 | $464K | Buy |
8,642
+99
| +1% | +$5.32K | 0.13% | 137 |
|
|
2017
Q1 | $368K | Buy |
8,543
+4,161
| +95% | +$179K | 0.11% | 159 |
|
|
2016
Q4 | $173K | Buy |
4,382
+940
| +27% | +$37.1K | 0.05% | 214 |
|
|
2016
Q3 | $141K | Sell |
3,442
-81
| -2% | -$3.32K | 0.05% | 220 |
|
|
2016
Q2 | $129K | Buy |
3,523
+2,263
| +180% | +$82.9K | 0.05% | 213 |
|
|
2016
Q1 | $49K | Buy |
1,260
+1,170
| +1,300% | +$45.5K | 0.02% | 218 |
|
|
2015
Q4 | $3K | Buy |
+90
| New | +$3K | ﹤0.01% | 383 |
|