Kingswood Wealth Advisors’s International Paper IP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,730
| Closed | -$201K | – | 775 |
|
|
2024
Q4 | $201K | Sell |
3,730
-9,218
| -71% | -$496K | 0.02% | 737 |
|
|
2024
Q3 | $633K | Sell |
12,948
-3,642
| -22% | -$178K | 0.05% | 394 |
|
|
2024
Q2 | $716K | Buy |
16,590
+867
| +6% | +$37.4K | 0.06% | 305 |
|
|
2024
Q1 | $614K | Sell |
15,723
-1,230
| -7% | -$48K | 0.07% | 293 |
|
|
2023
Q4 | $613K | Buy |
16,953
+1,868
| +12% | +$67.5K | 0.07% | 295 |
|
|
2023
Q3 | $535K | Buy |
+15,085
| New | +$535K | 0.09% | 233 |
|