One 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-722
| Closed | -$25K | – | 393 |
|
|
2022
Q4 | $25K | Buy |
+722
| New | +$25K | 0.01% | 498 |
|
|
2021
Q2 | – | Sell |
-4,735
| Closed | -$242K | – | 180 |
|
|
2021
Q1 | $242K | Sell |
4,735
-401
| -8% | -$20.5K | 0.09% | 129 |
|
|
2020
Q4 | $242K | Sell |
5,136
-506
| -9% | -$23.8K | 0.13% | 101 |
|
|
2020
Q3 | $217K | Buy |
+5,642
| New | +$217K | 0.15% | 77 |
|
|
2020
Q1 | – | Sell |
-11,265
| Closed | -$491K | – | 116 |
|
|
2019
Q4 | $491K | Buy |
11,265
+472
| +4% | +$20.6K | 0.36% | 39 |
|
|
2019
Q3 | $427K | Sell |
10,793
-371
| -3% | -$14.7K | 0.37% | 36 |
|
|
2019
Q2 | $458K | Buy |
11,164
+8,311
| +291% | +$341K | 0.38% | 40 |
|
|
2019
Q1 | $125K | Buy |
+2,853
| New | +$125K | 0.1% | 159 |
|
|
2018
Q4 | – | Sell |
-454
| Closed | -$21K | – | 282 |
|
|
2018
Q3 | $21K | Hold |
454
| – | – | 0.02% | 310 |
|
|
2018
Q2 | $22K | Hold |
454
| – | – | 0.02% | 301 |
|
|
2018
Q1 | $23K | Buy |
454
+4
| +0.9% | +$203 | 0.02% | 291 |
|
|
2017
Q4 | $25K | Buy |
+450
| New | +$25K | 0.02% | 316 |
|