Concord Wealth Partners’s Packaging Corp of America PKG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-47
| Closed | -$7.22K | – | 972 |
|
|
2023
Q3 | $7.22K | Hold |
47
| – | – | ﹤0.01% | 669 |
|
|
2023
Q2 | $6.21K | Buy |
47
+18
| +62% | +$2.38K | ﹤0.01% | 671 |
|
|
2023
Q1 | $4.03K | Sell |
29
-18
| -38% | -$2.5K | ﹤0.01% | 707 |
|
|
2022
Q4 | $6.01K | Buy |
+47
| New | +$6.01K | ﹤0.01% | 719 |
|
|
2022
Q3 | – | Sell |
-47
| Closed | -$6K | – | 860 |
|
|
2022
Q2 | $6K | Buy |
47
+18
| +62% | +$2.3K | ﹤0.01% | 791 |
|
|
2022
Q1 | $5K | Hold |
29
| – | – | ﹤0.01% | 916 |
|
|
2021
Q4 | $4K | Hold |
29
| – | – | ﹤0.01% | 1004 |
|
|
2021
Q3 | $4K | Hold |
29
| – | – | ﹤0.01% | 641 |
|
|
2021
Q2 | $4K | Sell |
29
-3
| -9% | -$414 | ﹤0.01% | 776 |
|
|
2021
Q1 | $4K | Buy |
+32
| New | +$4K | ﹤0.01% | 726 |
|