Mount Yale Investment 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
Q2 | $34.7K | Buy |
+740
| New | +$34.7K | ﹤0.01% | 918 |
|
|
2023
Q1 | – | Sell |
-8,225
| Closed | -$285K | – | 505 |
|
|
2022
Q4 | $285K | Sell |
8,225
-2,760
| -25% | -$95.6K | 0.03% | 362 |
|
|
2022
Q3 | $348K | Buy |
+10,985
| New | +$348K | 0.05% | 315 |
|
|
2018
Q4 | – | Sell |
-3,031
| Closed | -$136K | – | 525 |
|
|
2018
Q3 | $136K | Buy |
3,031
+29
| +1% | +$1.3K | 0.02% | 350 |
|
|
2018
Q2 | $148K | Sell |
3,002
-379
| -11% | -$18.7K | 0.03% | 353 |
|
|
2018
Q1 | $171K | Buy |
+3,381
| New | +$171K | 0.04% | 311 |
|