Phoenix Wealth Advisors’s Packaging Corp of America PKG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-13,239
| Closed | -$1.69M | – | 112 |
|
|
2022
Q4 | $1.69M | Sell |
13,239
-517
| -4% | -$66.1K | 1.02% | 27 |
|
|
2022
Q3 | $1.55M | Sell |
13,756
-533
| -4% | -$59.9K | 1.55% | 25 |
|
|
2022
Q2 | $1.97M | Sell |
14,289
-359
| -2% | -$49.4K | 1.94% | 21 |
|
|
2022
Q1 | $2.23M | Sell |
14,648
-488
| -3% | -$74.4K | 2.31% | 17 |
|
|
2021
Q4 | $2.06M | Sell |
15,136
-412
| -3% | -$56.1K | 1.56% | 24 |
|
|
2021
Q3 | $2.14M | Buy |
15,548
+164
| +1% | +$22.5K | 1.6% | 24 |
|
|
2021
Q2 | $2.09M | Buy |
15,384
+513
| +3% | +$69.6K | 1.51% | 23 |
|
|
2021
Q1 | $2.02M | Buy |
14,871
+5,374
| +57% | +$729K | 1.57% | 27 |
|
|
2020
Q4 | $1.31M | Buy |
+9,497
| New | +$1.31M | 1% | 31 |
|