Avantax Planning Partners’s Packaging Corp of America PKG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,567
| Closed | -$557K | – | 366 |
|
|
2022
Q1 | $557K | Hold |
3,567
| – | – | 0.02% | 217 |
|
|
2021
Q4 | $486K | Hold |
3,567
| – | – | 0.02% | 220 |
|
|
2021
Q3 | $490K | Buy |
3,567
+105
| +3% | +$14.4K | 0.02% | 199 |
|
|
2021
Q2 | $469K | Buy |
+3,462
| New | +$469K | 0.02% | 208 |
|
|
2020
Q2 | – | Sell |
-6,392
| Closed | -$555K | – | 288 |
|
|
2020
Q1 | $555K | Buy |
+6,392
| New | +$555K | 0.04% | 144 |
|
|
2018
Q4 | – | Sell |
-740
| Closed | -$81K | – | 952 |
|
|
2018
Q3 | $81K | Buy |
+740
| New | +$81K | 0.01% | 386 |
|
|
2018
Q2 | – | Sell |
-962
| Closed | -$108K | – | 1132 |
|
|
2018
Q1 | $108K | Buy |
+962
| New | +$108K | 0.01% | 398 |
|