CFA
Camarda Financial Advisors’s International Paper IP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-34,413
| Closed | -$1.59M | – | 38 |
|
2019
Q4 | $1.59M | Sell |
34,413
-6,327
| -16% | -$291K | 3.36% | 8 |
|
2019
Q3 | $1.7M | Sell |
40,740
-328
| -0.8% | -$13.7K | 3.97% | 13 |
|
2019
Q2 | $1.78M | Sell |
41,068
-3,844
| -9% | -$167K | 3.49% | 11 |
|
2019
Q1 | $2.08M | Buy |
44,912
+653
| +1% | +$30.2K | 3.97% | 9 |
|
2018
Q4 | $1.79M | Buy |
+44,259
| New | +$1.79M | 2.12% | 16 |
|
2017
Q2 | – | Sell |
-314
| Closed | -$16K | – | 246 |
|
2017
Q1 | $16K | Hold |
314
| – | – | 0.02% | 143 |
|
2016
Q4 | $17K | Hold |
314
| – | – | 0.01% | 174 |
|
2016
Q3 | $15K | Hold |
314
| – | – | 0.01% | 156 |
|
2016
Q2 | $13K | Buy |
+314
| New | +$13K | 0.01% | 200 |
|
2015
Q2 | – | Sell |
-100
| Closed | -$6K | – | 240 |
|
2015
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 207 |
|
2014
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 224 |
|
2014
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 182 |
|
2014
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 184 |
|
2014
Q1 | $5K | Sell |
100
-759
| -88% | -$38K | ﹤0.01% | 165 |
|
2013
Q4 | $42K | Buy |
+859
| New | +$42K | 0.03% | 105 |
|