Concert 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-10,228
| Closed | -$514K | – | 286 |
|
|
2017
Q1 | $514K | Sell |
10,228
-363
| -3% | -$18.2K | 0.12% | 245 |
|
|
2016
Q4 | $533K | Sell |
10,591
-11,706
| -53% | -$589K | 0.12% | 242 |
|
|
2016
Q3 | $1.02M | Buy |
22,297
+384
| +2% | +$17.5K | 0.12% | 217 |
|
|
2016
Q2 | $870K | Buy |
21,913
+634
| +3% | +$25.2K | 0.12% | 230 |
|
|
2016
Q1 | $828K | Buy |
21,279
+389
| +2% | +$15.1K | 0.11% | 232 |
|
|
2015
Q4 | $756K | Sell |
20,890
-1,473
| -7% | -$53.3K | 0.1% | 254 |
|
|
2015
Q3 | $809K | Sell |
22,363
-848
| -4% | -$30.7K | 0.11% | 240 |
|
|
2015
Q2 | $1.06M | Sell |
23,211
-10,980
| -32% | -$500K | 0.14% | 191 |
|
|
2015
Q1 | $584K | Sell |
34,191
-9,091
| -21% | -$155K | 0.17% | 176 |
|
|
2014
Q4 | $2.2M | Buy |
43,282
+4,121
| +11% | +$209K | 0.34% | 64 |
|
|
2014
Q3 | $1.77M | Buy |
39,161
+11,451
| +41% | +$518K | 0.24% | 59 |
|
|
2014
Q2 | $1.23M | Buy |
27,710
+5,744
| +26% | +$255K | 0.15% | 108 |
|
|
2014
Q1 | $940K | Sell |
21,966
-1,982
| -8% | -$84.8K | 0.12% | 144 |
|
|
2013
Q4 | $1.1M | Buy |
23,948
+4,138
| +21% | +$190K | 0.14% | 117 |
|
|
2013
Q3 | $818K | Buy |
19,810
+6,100
| +44% | +$252K | 0.12% | 160 |
|
|
2013
Q2 | $564K | Buy |
+13,710
| New | +$564K | 0.08% | 200 |
|