Forvis Mazars Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,558
| Closed | -$491K | – | 337 |
|
|
2020
Q4 | $491K | Sell |
3,558
-1
| -0% | -$138 | 0.02% | 232 |
|
|
2020
Q3 | $388K | Buy |
3,559
+327
| +10% | +$35.6K | 0.02% | 233 |
|
|
2020
Q2 | $323K | Buy |
3,232
+359
| +12% | +$35.9K | 0.02% | 246 |
|
|
2020
Q1 | $249K | Sell |
2,873
-561
| -16% | -$48.6K | 0.02% | 251 |
|
|
2019
Q4 | $385K | Buy |
3,434
+145
| +4% | +$16.3K | 0.03% | 217 |
|
|
2019
Q3 | $349K | Sell |
3,289
-326
| -9% | -$34.6K | 0.03% | 211 |
|
|
2019
Q2 | $345K | Buy |
3,615
+323
| +10% | +$30.8K | 0.03% | 205 |
|
|
2019
Q1 | $327K | Buy |
3,292
+514
| +19% | +$51.1K | 0.03% | 202 |
|
|
2018
Q4 | $232K | Buy |
2,778
+213
| +8% | +$17.8K | 0.02% | 209 |
|
|
2018
Q3 | $281K | Sell |
2,565
-66
| -3% | -$7.23K | 0.02% | 199 |
|
|
2018
Q2 | $294K | Sell |
2,631
-395
| -13% | -$44.1K | 0.03% | 198 |
|
|
2018
Q1 | $341K | Buy |
3,026
+171
| +6% | +$19.3K | 0.03% | 184 |
|
|
2017
Q4 | $344K | Buy |
2,855
+411
| +17% | +$49.5K | 0.03% | 186 |
|
|
2017
Q3 | $280K | Sell |
2,444
-42
| -2% | -$4.81K | 0.03% | 195 |
|
|
2017
Q2 | $277K | Sell |
2,486
-104
| -4% | -$11.6K | 0.03% | 194 |
|
|
2017
Q1 | $237K | Buy |
+2,590
| New | +$237K | 0.03% | 196 |
|