TRIA
Trail Ridge Investment Advisors’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,502
| Closed | -$215K | – | 112 |
|
|
2023
Q4 | $215K | Hold |
3,502
| – | – | 0.13% | 101 |
|
|
2023
Q3 | $205K | Sell |
3,502
-13,700
| -80% | -$801K | 0.14% | 101 |
|
|
2023
Q2 | $1.15M | Hold |
17,202
| – | – | 0.71% | 45 |
|
|
2023
Q1 | $1.31M | Sell |
17,202
-1,208
| -7% | -$91.7K | 0.85% | 39 |
|
|
2022
Q4 | $1.31M | Buy |
18,410
+41
| +0.2% | +$2.92K | 0.9% | 37 |
|
|
2022
Q3 | $1.67M | Buy |
18,369
+179
| +1% | +$16.3K | 1.1% | 27 |
|
|
2022
Q2 | $1.27M | Buy |
18,190
+34
| +0.2% | +$2.37K | 0.86% | 36 |
|
|
2022
Q1 | $2.1M | Buy |
18,156
+582
| +3% | +$67.3K | 1.29% | 18 |
|
|
2021
Q4 | $3.31M | Buy |
+17,574
| New | +$3.31M | 1.99% | 7 |
|