KFS
Kaizen Financial Strategies’s International Paper IP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8,989
| Closed | -$324K | – | 115 |
|
|
2023
Q1 | $324K | Sell |
8,989
-958
| -10% | -$34.5K | 0.32% | 54 |
|
|
2022
Q4 | $380K | Sell |
9,947
-1,741
| -15% | -$66.6K | 0.38% | 62 |
|
|
2022
Q3 | $371K | Hold |
11,688
| – | – | 0.38% | 64 |
|
|
2022
Q2 | $489K | Sell |
11,688
-400
| -3% | -$16.7K | 0.48% | 53 |
|
|
2022
Q1 | $558K | Sell |
12,088
-1,351
| -10% | -$62.4K | 0.44% | 58 |
|
|
2021
Q4 | $631K | Buy |
13,439
+8,578
| +176% | +$403K | 0.47% | 53 |
|
|
2021
Q3 | $272K | Buy |
+4,861
| New | +$272K | 0.22% | 116 |
|
|
2021
Q1 | – | Sell |
-13,600
| Closed | -$676K | – | 139 |
|
|
2020
Q4 | $676K | Buy |
+13,600
| New | +$676K | 0.75% | 41 |
|