TMWM
Taylor & Morgan Wealth Management’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,222
| Closed | -$245K | – | 66 |
|
|
2023
Q1 | $245K | Sell |
3,222
-1,836
| -36% | -$139K | 0.21% | 56 |
|
|
2022
Q4 | $360K | Sell |
5,058
-1,362
| -21% | -$97K | 0.34% | 48 |
|
|
2022
Q3 | $553K | Sell |
6,420
-1,744
| -21% | -$150K | 0.55% | 38 |
|
|
2022
Q2 | $570K | Buy |
8,164
+96
| +1% | +$6.7K | 0.54% | 38 |
|
|
2022
Q1 | $933K | Buy |
8,068
+2,201
| +38% | +$255K | 0.76% | 30 |
|
|
2021
Q4 | $1.11M | Buy |
+5,867
| New | +$1.11M | 0.9% | 26 |
|