TWA
TCI Wealth Advisors’s PayPal PYPL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-2,386
| Closed | -$181K | – | 1736 |
|
2023
Q1 | $181K | Buy |
2,386
+804
| +51% | +$61.1K | 0.02% | 196 |
|
2022
Q4 | $113K | Sell |
1,582
-233
| -13% | -$16.6K | 0.02% | 240 |
|
2022
Q3 | $156K | Buy |
1,815
+376
| +26% | +$32.3K | 0.03% | 187 |
|
2022
Q2 | $100K | Buy |
1,439
+84
| +6% | +$5.84K | 0.02% | 250 |
|
2022
Q1 | $157K | Sell |
1,355
-358
| -21% | -$41.5K | 0.02% | 206 |
|
2021
Q4 | $323K | Sell |
1,713
-430
| -20% | -$81.1K | 0.05% | 129 |
|
2021
Q3 | $558K | Buy |
2,143
+72
| +3% | +$18.7K | 0.09% | 95 |
|
2021
Q2 | $604K | Buy |
2,071
+458
| +28% | +$134K | 0.1% | 89 |
|
2021
Q1 | $392K | Buy |
1,613
+402
| +33% | +$97.7K | 0.17% | 105 |
|
2020
Q4 | $284K | Sell |
1,211
-6
| -0.5% | -$1.41K | 0.13% | 116 |
|
2020
Q3 | $240K | Sell |
1,217
-100
| -8% | -$19.7K | 0.09% | 128 |
|
2020
Q2 | $229K | Buy |
1,317
+210
| +19% | +$36.5K | 0.1% | 128 |
|
2020
Q1 | $106K | Buy |
1,107
+471
| +74% | +$45.1K | 0.05% | 190 |
|
2019
Q4 | $69K | Buy |
636
+137
| +27% | +$14.9K | 0.03% | 311 |
|
2019
Q3 | $52K | Buy |
499
+11
| +2% | +$1.15K | 0.02% | 318 |
|
2019
Q2 | $56K | Sell |
488
-2
| -0.4% | -$230 | 0.03% | 286 |
|
2019
Q1 | $51K | Sell |
490
-329
| -40% | -$34.2K | 0.02% | 326 |
|
2018
Q4 | $69K | Buy |
819
+402
| +96% | +$33.9K | 0.03% | 260 |
|
2018
Q3 | $37K | Hold |
417
| – | – | 0.02% | 379 |
|
2018
Q2 | $35K | Buy |
417
+28
| +7% | +$2.35K | 0.02% | 386 |
|
2018
Q1 | $30K | Hold |
389
| – | – | 0.01% | 404 |
|
2017
Q4 | $29K | Buy |
389
+54
| +16% | +$4.03K | 0.01% | 426 |
|
2017
Q3 | $21K | Hold |
335
| – | – | 0.01% | 453 |
|
2017
Q2 | $18K | Sell |
335
-30
| -8% | -$1.61K | 0.01% | 476 |
|
2017
Q1 | $16K | Sell |
365
-500
| -58% | -$21.9K | 0.01% | 488 |
|
2016
Q4 | $34K | Buy |
865
+396
| +84% | +$15.6K | 0.02% | 389 |
|
2016
Q3 | $19K | Sell |
469
-107
| -19% | -$4.34K | 0.01% | 454 |
|
2016
Q2 | $21K | Buy |
576
+28
| +5% | +$1.02K | 0.01% | 435 |
|
2016
Q1 | $21K | Sell |
548
-812
| -60% | -$31.1K | 0.01% | 435 |
|
2015
Q4 | $49K | Buy |
1,360
+1,139
| +515% | +$41K | 0.03% | 304 |
|
2015
Q3 | $7K | Buy |
+221
| New | +$7K | ﹤0.01% | 577 |
|