XWM
Xcel Wealth Management’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,972
| Closed | -$265K | – | 127 |
|
|
2023
Q2 | $265K | Hold |
3,972
| – | – | 0.08% | 116 |
|
|
2023
Q1 | $302K | Buy |
3,972
+70
| +2% | +$5.32K | 0.11% | 111 |
|
|
2022
Q4 | $278K | Sell |
3,902
-1,580
| -29% | -$113K | 0.11% | 106 |
|
|
2022
Q3 | $472K | Buy |
5,482
+64
| +1% | +$5.51K | 0.18% | 83 |
|
|
2022
Q2 | $378K | Sell |
5,418
-1,224
| -18% | -$85.4K | 0.14% | 89 |
|
|
2022
Q1 | $768K | Sell |
6,642
-820
| -11% | -$94.8K | 0.21% | 79 |
|
|
2021
Q4 | $1.41M | Buy |
7,462
+2,992
| +67% | +$564K | 0.36% | 67 |
|
|
2021
Q3 | $1.16M | Buy |
4,470
+690
| +18% | +$180K | 0.34% | 65 |
|
|
2021
Q2 | $1.1M | Buy |
3,780
+225
| +6% | +$65.6K | 0.33% | 63 |
|
|
2021
Q1 | $863K | Buy |
3,555
+100
| +3% | +$24.3K | 0.31% | 64 |
|
|
2020
Q4 | $809K | Hold |
3,455
| – | – | 0.35% | 62 |
|
|
2020
Q3 | $680K | Sell |
3,455
-300
| -8% | -$59K | 0.35% | 63 |
|
|
2020
Q2 | $654K | Hold |
3,755
| – | – | 0.41% | 51 |
|
|
2020
Q1 | $359K | Hold |
3,755
| – | – | 0.32% | 58 |
|
|
2019
Q4 | $406K | Sell |
3,755
-50
| -1% | -$5.41K | 0.34% | 51 |
|
|
2019
Q3 | $394K | Sell |
3,805
-1,000
| -21% | -$104K | 0.36% | 51 |
|
|
2019
Q2 | $549K | Sell |
4,805
-6,870
| -59% | -$785K | 0.54% | 41 |
|
|
2019
Q1 | $1.21M | Sell |
11,675
-2,850
| -20% | -$296K | 1.25% | 26 |
|
|
2018
Q4 | $1.22M | Buy |
+14,525
| New | +$1.22M | 1.49% | 23 |
|