SWM
Sugarloaf Wealth Management’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $30K | Buy |
351
+272
| +344% | +$23.2K | 0.01% | 357 |
|
|
2024
Q3 | $6.16K | Hold |
79
| – | – | ﹤0.01% | 545 |
|
|
2024
Q2 | $4.58K | Hold |
79
| – | – | ﹤0.01% | 537 |
|
|
2024
Q1 | $5.29K | Hold |
79
| – | – | ﹤0.01% | 536 |
|
|
2023
Q4 | $4.85K | Hold |
79
| – | – | ﹤0.01% | 549 |
|
|
2023
Q3 | $4.62K | Hold |
79
| – | – | ﹤0.01% | 544 |
|
|
2023
Q2 | $5.27K | Hold |
79
| – | – | ﹤0.01% | 545 |
|
|
2023
Q1 | $6K | Sell |
79
-265
| -77% | -$20.1K | ﹤0.01% | 534 |
|
|
2022
Q4 | $24.5K | Hold |
344
| – | – | 0.01% | 379 |
|
|
2022
Q3 | $30K | Hold |
344
| – | – | 0.01% | 364 |
|
|
2022
Q2 | $24K | Hold |
344
| – | – | 0.01% | 384 |
|
|
2022
Q1 | $40K | Sell |
344
-237
| -41% | -$27.6K | 0.01% | 308 |
|
|
2021
Q4 | $110K | Buy |
581
+224
| +63% | +$42.4K | 0.03% | 186 |
|
|
2021
Q3 | $93K | Buy |
357
+55
| +18% | +$14.3K | 0.02% | 201 |
|
|
2021
Q2 | $88K | Buy |
302
+27
| +10% | +$7.87K | 0.02% | 202 |
|
|
2021
Q1 | $67 | Sell |
275
-3
| -1% | -$1 | 0.02% | 238 |
|
|
2020
Q4 | $65K | Buy |
278
+12
| +5% | +$2.81K | 0.02% | 224 |
|
|
2020
Q3 | $52K | Hold |
266
| – | – | 0.02% | 233 |
|
|
2020
Q2 | $46K | Hold |
266
| – | – | 0.02% | 248 |
|
|
2020
Q1 | $25K | Hold |
266
| – | – | 0.01% | 300 |
|
|
2019
Q4 | $29K | Buy |
+266
| New | +$29K | 0.01% | 313 |
|