SDWIA
Schwarz Dygos Wheeler Investment Advisors’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,792
| Closed | -$212K | – | 142 |
|
|
2023
Q1 | $212K | Buy |
+2,792
| New | +$212K | 0.08% | 127 |
|
|
2022
Q4 | – | Sell |
-2,592
| Closed | -$223K | – | 134 |
|
|
2022
Q3 | $223K | Buy |
+2,592
| New | +$223K | 0.1% | 102 |
|
|
2022
Q2 | – | Sell |
-2,669
| Closed | -$309K | – | 142 |
|
|
2022
Q1 | $309K | Hold |
2,669
| – | – | 0.1% | 106 |
|
|
2021
Q4 | $503K | Buy |
2,669
+16
| +0.6% | +$3.02K | 0.17% | 83 |
|
|
2021
Q3 | $690K | Buy |
2,653
+37
| +1% | +$9.62K | 0.25% | 66 |
|
|
2021
Q2 | $763K | Sell |
2,616
-10
| -0.4% | -$2.92K | 0.28% | 63 |
|
|
2021
Q1 | $638K | Buy |
2,626
+68
| +3% | +$16.5K | 0.26% | 62 |
|
|
2020
Q4 | $599K | Buy |
2,558
+64
| +3% | +$15K | 0.29% | 54 |
|
|
2020
Q3 | $491K | Buy |
2,494
+10
| +0.4% | +$1.97K | 0.28% | 57 |
|
|
2020
Q2 | $426K | Buy |
2,484
+149
| +6% | +$25.6K | 0.28% | 56 |
|
|
2020
Q1 | $224K | Sell |
2,335
-500
| -18% | -$48K | 0.19% | 69 |
|
|
2019
Q4 | $307K | Sell |
2,835
-41
| -1% | -$4.44K | 0.21% | 64 |
|
|
2019
Q3 | $298K | Sell |
2,876
-2
| -0.1% | -$207 | 0.24% | 64 |
|
|
2019
Q2 | $329K | Sell |
2,878
-32
| -1% | -$3.66K | 0.27% | 61 |
|
|
2019
Q1 | $302K | Buy |
2,910
+10
| +0.3% | +$1.04K | 0.26% | 60 |
|
|
2018
Q4 | $244K | Buy |
+2,900
| New | +$244K | 0.26% | 57 |
|