Laurel Wealth Advisors (California)’s International Paper IP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-5,363
| Closed | -$220K | – | 440 |
|
2019
Q2 | $220K | Sell |
5,363
-657
| -11% | -$27K | 0.05% | 365 |
|
2019
Q1 | $264K | Buy |
+6,020
| New | +$264K | 0.07% | 306 |
|
2018
Q4 | – | Sell |
-6,238
| Closed | -$290K | – | 367 |
|
2018
Q3 | $290K | Buy |
6,238
+934
| +18% | +$43.4K | 0.07% | 281 |
|
2018
Q2 | $261K | Sell |
5,304
-18,149
| -77% | -$893K | 0.07% | 295 |
|
2018
Q1 | $1.19M | Buy |
23,453
+14,073
| +150% | +$712K | 0.37% | 78 |
|
2017
Q4 | $514K | Buy |
9,380
+3,010
| +47% | +$165K | 0.15% | 166 |
|
2017
Q3 | $342K | Buy |
+6,370
| New | +$342K | 0.11% | 195 |
|