Essex Financial Services’s International Paper IP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,379
| Closed | -$236K | – | 650 |
|
|
2024
Q4 | $236K | Sell |
4,379
-2,104
| -32% | -$113K | 0.02% | 556 |
|
|
2024
Q3 | $308K | Buy |
6,483
+65
| +1% | +$3.03K | 0.02% | 491 |
|
|
2024
Q2 | $288K | Buy |
+6,418
| New | +$261K | 0.02% | 492 |
|
|
2021
Q3 | – | Sell |
-3,471
| Closed | -$202K | – | 471 |
|
|
2021
Q2 | $202K | Buy |
+3,471
| New | +$198K | 0.03% | 439 |
|
|
2020
Q2 | – | Sell |
-7,249
| Closed | -$214K | – | 255 |
|
|
2020
Q1 | $214K | Buy |
7,249
+1,913
| +36% | +$71K | 0.08% | 222 |
|
|
2019
Q4 | $233K | Sell |
5,336
-50
| -0.9% | -$2.1K | 0.06% | 237 |
|
|
2019
Q3 | $213K | Buy |
5,386
+1
| +0% | +$39 | 0.07% | 231 |
|
|
2019
Q2 | $221K | Buy |
5,385
+2
| +0% | +$85 | 0.07% | 217 |
|
|
2019
Q1 | $236K | Buy |
+5,383
| New | +$233K | 0.07% | 203 |
|
|
2018
Q4 | – | Sell |
-6,652
| Closed | -$310K | – | 269 |
|
|
2018
Q3 | $310K | Buy |
6,652
+687
| +12% | +$34.1K | 0.07% | 216 |
|
|
2018
Q2 | $294K | Hold |
5,965
| – | – | 0.07% | 216 |
|
|
2018
Q1 | $302K | Sell |
5,965
-13
| -0.2% | -$722 | 0.06% | 265 |
|
|
2017
Q4 | $328K | Sell |
5,978
-898
| -13% | -$48.2K | 0.08% | 204 |
|
|
2017
Q3 | $370K | Buy |
6,876
+13
| +0.2% | +$684 | 0.09% | 184 |
|
|
2017
Q2 | $368K | Buy |
6,863
+1,954
| +40% | +$98.8K | 0.08% | 238 |
|
|
2017
Q1 | $236K | Hold |
4,909
| – | – | 0.05% | 287 |
|
|
2016
Q4 | $247K | Sell |
4,909
-227
| -4% | -$10.5K | 0.05% | 271 |
|
|
2016
Q3 | $233K | Hold |
5,136
| – | – | 0.06% | 269 |
|
|
2016
Q2 | $206K | Sell |
5,136
-518
| -9% | -$20.6K | 0.05% | 281 |
|
|
2016
Q1 | $220K | Buy |
5,654
+32
| +0.6% | +$1.11K | 0.05% | 272 |
|
|
2015
Q4 | $201K | Hold |
5,622
| – | – | 0.05% | 300 |
|
|
2015
Q3 | $201K | Sell |
5,622
-560
| -9% | -$23.7K | 0.05% | 297 |
|
|
2015
Q2 | $279K | Sell |
6,182
-105
| -2% | -$5.21K | 0.07% | 246 |
|
|
2015
Q1 | $330K | Hold |
6,287
| – | – | 0.08% | 223 |
|
|
2014
Q4 | $319K | Buy |
6,287
+852
| +16% | +$41.7K | 0.08% | 225 |
|
|
2014
Q3 | $246K | Buy |
5,435
+170
| +3% | +$7.83K | 0.07% | 249 |
|
|
2014
Q2 | $248K | Buy |
+5,265
| New | +$231K | 0.07% | 253 |
|
Other funds holding IP
