SWM
Sendero Wealth Management’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-32,054
| Closed | -$1.87M | – | 155 |
|
|
2023
Q3 | $1.87M | Sell |
32,054
-11,824
| -27% | -$691K | 0.4% | 52 |
|
|
2023
Q2 | $2.93M | Buy |
43,878
+1,466
| +3% | +$97.8K | 0.64% | 35 |
|
|
2023
Q1 | $3.22M | Buy |
42,412
+13,644
| +47% | +$1.04M | 0.99% | 18 |
|
|
2022
Q4 | $2.05M | Buy |
28,768
+2,462
| +9% | +$175K | 0.73% | 22 |
|
|
2022
Q3 | $2.26M | Buy |
26,306
+13,452
| +105% | +$1.16M | 0.94% | 13 |
|
|
2022
Q2 | $898K | Sell |
12,854
-4,139
| -24% | -$289K | 0.86% | 34 |
|
|
2022
Q1 | $1.97M | Sell |
16,993
-204
| -1% | -$23.6K | 0.91% | 12 |
|
|
2021
Q4 | $3.24M | Buy |
+17,197
| New | +$3.24M | 1.44% | 11 |
|