BerganKDV Wealth Management’s International Paper IP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-426	Closed	-$14K	–	1074
2022 Q3	$14K	Sell	426 -2,400	-85%	-$98.1K	﹤0.01%	527
2022 Q2	$118K	Buy	2,826 +2,400	+563%	+$111K	0.01%	285
2022 Q1	$20K	Hold	426	–	–	﹤0.01%	514
2021 Q4	$20K	Sell	426 -24	-5%	-$1.18K	﹤0.01%	544
2021 Q3	$24K	Sell	450 -105	-19%	-$5.84K	﹤0.01%	500
2021 Q2	$32K	Buy	555 +105	+23%	+$5.99K	﹤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%	-$22.7K	﹤0.01%	486
2020 Q1	$34K	Sell	1,164 -422	-27%	-$15.7K	0.01%	368
2019 Q4	$69K	Buy	1,586 +624	+65%	+$26.2K	0.01%	315
2019 Q3	$38K	Hold	962	–	–	0.01%	359
2019 Q2	$39K	Sell	962 -871	-48%	-$36.9K	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	+$93.6K	0.02%	259