TSWM
Triangle Securities Wealth Management’s PayPal PYPL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-5,307
| Closed | -$310K | – | 193 |
|
2023
Q3 | $310K | Sell |
5,307
-1,740
| -25% | -$102K | 0.11% | 164 |
|
2023
Q2 | $470K | Sell |
7,047
-1,010
| -13% | -$67.4K | 0.16% | 138 |
|
2023
Q1 | $612K | Buy |
8,057
+580
| +8% | +$44K | 0.22% | 121 |
|
2022
Q4 | $533K | Sell |
7,477
-4,715
| -39% | -$336K | 0.2% | 127 |
|
2022
Q3 | $1.05M | Sell |
12,192
-2,755
| -18% | -$237K | 0.43% | 68 |
|
2022
Q2 | $1.04M | Sell |
14,947
-285
| -2% | -$19.9K | 0.41% | 73 |
|
2022
Q1 | $1.76M | Buy |
+15,232
| New | +$1.76M | 0.59% | 55 |
|
2021
Q3 | – | Sell |
-727
| Closed | -$212K | – | 176 |
|
2021
Q2 | $212K | Buy |
+727
| New | +$212K | 0.07% | 172 |
|