BKS Advisors’s International Paper IP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | – | Sell |
-4,292
| Closed | -$212K | – | 228 |
|
2018
Q2 | $212K | Buy |
4,292
+52
| +1% | +$2.57K | 0.07% | 210 |
|
2018
Q1 | $215K | Buy |
4,240
+412
| +11% | +$20.9K | 0.08% | 193 |
|
2017
Q4 | $210K | Hold |
3,828
| – | – | 0.08% | 196 |
|
2017
Q3 | $206K | Sell |
3,828
-115
| -3% | -$6.19K | 0.08% | 192 |
|
2017
Q2 | $211K | Buy |
+3,943
| New | +$211K | 0.09% | 184 |
|
2016
Q4 | – | Sell |
-2,892
| Closed | -$131K | – | 204 |
|
2016
Q3 | $131K | Buy |
+2,892
| New | +$131K | 0.06% | 201 |
|