WCA
Westover Capital Advisors’s PayPal PYPL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-5,127
| Closed | -$365K | – | 162 |
|
2022
Q4 | $365K | Buy |
5,127
+726
| +16% | +$51.7K | 0.14% | 101 |
|
2022
Q3 | $379K | Buy |
+4,401
| New | +$379K | 0.14% | 106 |
|
2021
Q4 | – | Sell |
-1,447
| Closed | -$377K | – | 185 |
|
2021
Q3 | $377K | Hold |
1,447
| – | – | 0.12% | 120 |
|
2021
Q2 | $422K | Buy |
1,447
+40
| +3% | +$11.7K | 0.14% | 111 |
|
2021
Q1 | $342K | Buy |
1,407
+21
| +2% | +$5.1K | 0.12% | 120 |
|
2020
Q4 | $325K | Sell |
1,386
-4
| -0.3% | -$938 | 0.12% | 113 |
|
2020
Q3 | $274K | Hold |
1,390
| – | – | 0.11% | 111 |
|
2020
Q2 | $242K | Buy |
+1,390
| New | +$242K | 0.11% | 101 |
|