Avantax Planning Partners’s International Paper IP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Sell |
4,690
-69
| -1% | -$3.23K | 0.01% | 416 |
|
|
2025
Q1 | $254K | Hold |
4,759
| – | – | 0.01% | 368 |
|
|
2024
Q4 | $256K | Sell |
4,759
-19
| -0.4% | -$1.02K | 0.01% | 365 |
|
|
2024
Q3 | $233K | Sell |
4,778
-4,201
| -47% | -$205K | 0.01% | 389 |
|
|
2024
Q2 | $387K | Buy |
8,979
+2,571
| +40% | +$111K | 0.01% | 324 |
|
|
2024
Q1 | $250K | Sell |
6,408
-22
| -0.3% | -$858 | 0.01% | 396 |
|
|
2023
Q4 | $232K | Sell |
6,430
-67
| -1% | -$2.42K | 0.01% | 336 |
|
|
2023
Q3 | $230K | Buy |
+6,497
| New | +$230K | 0.01% | 326 |
|
|
2023
Q2 | – | Sell |
-5,903
| Closed | -$213K | – | 380 |
|
|
2023
Q1 | $213K | Buy |
+5,903
| New | +$213K | 0.01% | 348 |
|
|
2020
Q2 | – | Sell |
-46,278
| Closed | -$1.36M | – | 284 |
|
|
2020
Q1 | $1.36M | Buy |
46,278
+10,831
| +31% | +$319K | 0.1% | 85 |
|
|
2019
Q4 | $1.55M | Sell |
35,447
-1,253
| -3% | -$54.6K | 0.09% | 84 |
|
|
2019
Q3 | $1.45M | Buy |
36,700
+10,449
| +40% | +$414K | 0.09% | 88 |
|
|
2019
Q2 | $1.08M | Buy |
+26,251
| New | +$1.08M | 0.07% | 99 |
|
|
2018
Q4 | – | Sell |
-3,380
| Closed | -$157K | – | 728 |
|
|
2018
Q3 | $157K | Buy |
+3,380
| New | +$157K | 0.01% | 267 |
|
|
2018
Q2 | – | Sell |
-3,747
| Closed | -$189K | – | 822 |
|
|
2018
Q1 | $189K | Buy |
3,747
+22
| +0.6% | +$1.11K | 0.02% | 304 |
|
|
2017
Q4 | $204K | Sell |
3,725
-1,090
| -23% | -$59.7K | 0.02% | 292 |
|
|
2017
Q3 | $259K | Buy |
4,815
+780
| +19% | +$42K | 0.02% | 307 |
|
|
2017
Q2 | $216K | Buy |
+4,035
| New | +$216K | 0.02% | 318 |
|