WLPWM
Walled Lake Planning & Wealth Management’s PayPal PYPL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-138
| Closed | -$36K | – | 267 |
|
2021
Q3 | $36K | Hold |
138
| – | – | 0.02% | 182 |
|
2021
Q2 | $40K | Hold |
138
| – | – | 0.03% | 166 |
|
2021
Q1 | $34K | Hold |
138
| – | – | 0.02% | 164 |
|
2020
Q4 | $32K | Hold |
138
| – | – | 0.02% | 152 |
|
2020
Q3 | $27K | Hold |
138
| – | – | 0.02% | 157 |
|
2020
Q2 | $24K | Hold |
138
| – | – | 0.02% | 145 |
|
2020
Q1 | $13K | Hold |
138
| – | – | 0.01% | 170 |
|
2019
Q4 | $15K | Buy |
+138
| New | +$15K | 0.01% | 176 |
|