Mosaic Family Wealth’s International Paper IP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,218
| Closed | -$97K | – | 382 |
|
|
2019
Q1 | $97K | Buy |
2,218
+317
| +17% | +$13.9K | 0.04% | 238 |
|
|
2018
Q4 | $73K | Hold |
1,901
| – | – | 0.03% | 270 |
|
|
2018
Q3 | $83K | Sell |
1,901
-105
| -5% | -$4.58K | 0.03% | 253 |
|
|
2018
Q2 | $99K | Hold |
2,006
| – | – | 0.04% | 228 |
|
|
2018
Q1 | $102K | Sell |
2,006
-845
| -30% | -$43K | 0.04% | 220 |
|
|
2017
Q4 | $156K | Sell |
2,851
-9,610
| -77% | -$526K | 0.06% | 193 |
|
|
2017
Q3 | $671K | Buy |
12,461
+11,299
| +972% | +$608K | 0.26% | 71 |
|
|
2017
Q2 | $62K | Hold |
1,162
| – | – | 0.03% | 290 |
|
|
2017
Q1 | $56K | Hold |
1,162
| – | – | 0.02% | 302 |
|
|
2016
Q4 | $58K | Sell |
1,162
-1,315
| -53% | -$65.6K | 0.03% | 302 |
|
|
2016
Q3 | $113K | Sell |
2,477
-11,816
| -83% | -$539K | 0.05% | 244 |
|
|
2016
Q2 | $574K | Buy |
14,293
+626
| +5% | +$25.1K | 0.28% | 68 |
|
|
2016
Q1 | $531K | Sell |
13,667
-107
| -0.8% | -$4.16K | 0.26% | 75 |
|
|
2015
Q4 | $491K | Buy |
+13,774
| New | +$491K | 0.22% | 82 |
|