WESPAC Advisors SoCal’s PayPal PYPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-10,778
| Closed | -$1.9M | – | 85 |
|
|
2021
Q4 | $1.9M | Sell |
10,778
-625
| -5% | -$110K | 0.58% | 40 |
|
|
2021
Q3 | $2.97M | Buy |
11,403
+1,833
| +19% | +$477K | 0.97% | 35 |
|
|
2021
Q2 | $2.79M | Buy |
9,570
+3,285
| +52% | +$957K | 0.93% | 34 |
|
|
2021
Q1 | $1.53M | Buy |
6,285
+2,085
| +50% | +$506K | 0.6% | 38 |
|
|
2020
Q4 | $984K | Buy |
+4,200
| New | +$984K | 0.39% | 39 |
|
|
2019
Q2 | – | Sell |
-486
| Closed | -$50K | – | 246 |
|
|
2019
Q1 | $50K | Hold |
486
| – | – | 0.03% | 117 |
|
|
2018
Q4 | $40K | Buy |
486
+261
| +116% | +$21.5K | 0.03% | 132 |
|
|
2018
Q3 | $19K | Buy |
+225
| New | +$19K | 0.01% | 192 |
|
|
2018
Q2 | – | Sell |
-25
| Closed | -$1K | – | 214 |
|
|
2018
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 260 |
|
|
2017
Q4 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 245 |
|
|
2016
Q4 | – | Sell |
-76
| Closed | -$3.11K | – | 282 |
|
|
2016
Q3 | $3.11K | Buy |
+76
| New | +$3.11K | ﹤0.01% | 236 |
|