KCS Wealth Advisory’s International Paper IP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-5,147
| Closed | -$273K | – | 164 |
|
2021
Q3 | $273K | Sell |
5,147
-1,018
| -17% | -$54K | 0.13% | 129 |
|
2021
Q2 | $358K | Sell |
6,165
-17,207
| -74% | -$999K | 0.17% | 118 |
|
2021
Q1 | $1.2M | Buy |
23,372
+722
| +3% | +$37K | 0.62% | 57 |
|
2020
Q4 | $1.07M | Sell |
22,650
-356
| -2% | -$16.8K | 0.7% | 52 |
|
2020
Q3 | $883K | Sell |
23,006
-1,227
| -5% | -$47.1K | 0.7% | 57 |
|
2020
Q2 | $808K | Buy |
24,233
+819
| +3% | +$27.3K | 0.67% | 61 |
|
2020
Q1 | $690K | Buy |
23,414
+998
| +4% | +$29.4K | 0.7% | 55 |
|
2019
Q4 | $977K | Buy |
22,416
+1,335
| +6% | +$58.2K | 0.73% | 63 |
|
2019
Q3 | $835K | Buy |
21,081
+2,711
| +15% | +$107K | 0.58% | 72 |
|
2019
Q2 | $754K | Buy |
18,370
+2,025
| +12% | +$83.1K | 0.6% | 76 |
|
2019
Q1 | $716K | Buy |
16,345
+1,916
| +13% | +$83.9K | 0.62% | 77 |
|
2018
Q4 | $551K | Sell |
14,429
-8,397
| -37% | -$321K | 0.58% | 82 |
|
2018
Q3 | $1.06M | Buy |
22,826
+8,225
| +56% | +$383K | 0.99% | 24 |
|
2018
Q2 | $720K | Buy |
14,601
+2,071
| +17% | +$102K | 0.67% | 58 |
|
2018
Q1 | $634K | Buy |
12,530
+1,618
| +15% | +$81.9K | 0.58% | 69 |
|
2017
Q4 | $599K | Buy |
+10,912
| New | +$599K | 0.58% | 68 |
|