BerganKDV Wealth Management’s International Paper IP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-426
| Closed | -$14K | – | 1075 |
|
|
2022
Q3 | $14K | Sell |
426
-2,400
| -85% | -$78.9K | ﹤0.01% | 526 |
|
|
2022
Q2 | $118K | Buy |
2,826
+2,400
| +563% | +$100K | 0.01% | 285 |
|
|
2022
Q1 | $20K | Hold |
426
| – | – | ﹤0.01% | 514 |
|
|
2021
Q4 | $20K | Sell |
426
-24
| -5% | -$1.13K | ﹤0.01% | 544 |
|
|
2021
Q3 | $24K | Sell |
450
-105
| -19% | -$5.6K | ﹤0.01% | 500 |
|
|
2021
Q2 | $32K | Buy |
555
+105
| +23% | +$6.05K | ﹤0.01% | 450 |
|
|
2021
Q1 | $23K | Hold |
450
| – | – | ﹤0.01% | 466 |
|
|
2020
Q4 | $21K | Hold |
450
| – | – | ﹤0.01% | 465 |
|
|
2020
Q3 | $17K | Hold |
450
| – | – | ﹤0.01% | 447 |
|
|
2020
Q2 | $15K | Sell |
450
-714
| -61% | -$23.8K | ﹤0.01% | 486 |
|
|
2020
Q1 | $34K | Sell |
1,164
-422
| -27% | -$12.3K | 0.01% | 368 |
|
|
2019
Q4 | $69K | Buy |
1,586
+624
| +65% | +$27.1K | 0.01% | 315 |
|
|
2019
Q3 | $38K | Hold |
962
| – | – | 0.01% | 359 |
|
|
2019
Q2 | $39K | Sell |
962
-871
| -48% | -$35.3K | 0.01% | 351 |
|
|
2019
Q1 | $80K | Hold |
1,833
| – | – | 0.02% | 300 |
|
|
2018
Q4 | $70K | Hold |
1,833
| – | – | 0.02% | 269 |
|
|
2018
Q3 | $85K | Hold |
1,833
| – | – | 0.02% | 267 |
|
|
2018
Q2 | $90K | Buy |
+1,833
| New | +$90K | 0.02% | 259 |
|