Juncture Wealth Strategies’s Packaging Corp of America PKG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1,100	Closed	-$209K	–	118
2024 Q1	$209K	Sell	1,100 -1,698	-61%	-$294K	0.09%	109
2023 Q4	$456K	Buy	2,798 +300	+12%	+$47.2K	0.21%	78
2023 Q3	$384K	Sell	2,498 -100	-4%	-$14.6K	0.19%	93
2023 Q2	$343K	Buy	2,598 +98	+4%	+$13.1K	0.16%	99
2023 Q1	$347K	Sell	2,500 -2,500	-50%	-$340K	0.17%	94
2022 Q4	$640K	Sell	5,000 -1,500	-23%	-$188K	0.3%	57
2022 Q3	$730K	Buy	6,500 +900	+16%	+$122K	0.36%	52
2022 Q2	$770K	Hold	5,600	–	–	0.38%	47
2022 Q1	$874K	Buy	5,600 +500	+10%	+$73K	0.42%	48
2021 Q4	$694K	Buy	5,100 +200	+4%	+$26.9K	0.33%	61
2021 Q3	$673K	Buy	4,900 +900	+23%	+$128K	0.36%	58
2021 Q2	$576K	Buy	4,000 +300	+8%	+$43.2K	0.33%	68
2021 Q1	$501K	Buy	+3,700	New	+$504K	0.32%	71
2020 Q4	–	Sell	-4,500	Closed	-$491K	–	110
2020 Q3	$491K	Hold	4,500	–	–	0.34%	69
2020 Q2	$449K	Sell	4,500 -430	-9%	-$40.9K	0.34%	66
2020 Q1	$428K	Buy	4,930 +2,030	+70%	+$197K	0.39%	60
2019 Q4	$325K	Buy	+2,900	New	+$320K	0.27%	83