Physicians Financial Services’s International Paper IP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-5,182
| Closed | -$226K | – | 111 |
|
2019
Q4 | $226K | Buy |
+5,182
| New | +$226K | 0.12% | 114 |
|
2019
Q3 | – | Sell |
-4,971
| Closed | -$204K | – | 121 |
|
2019
Q2 | $204K | Sell |
4,971
-528
| -10% | -$21.7K | 0.12% | 118 |
|
2019
Q1 | $241K | Sell |
5,499
-422
| -7% | -$18.5K | 0.15% | 106 |
|
2018
Q4 | $226K | Sell |
5,921
-2,851
| -33% | -$109K | 0.16% | 102 |
|
2018
Q3 | $409K | Sell |
8,772
-159
| -2% | -$7.41K | 0.28% | 79 |
|
2018
Q2 | $440K | Sell |
8,931
-422
| -5% | -$20.8K | 0.33% | 73 |
|
2018
Q1 | $464K | Buy |
+9,353
| New | +$464K | 0.37% | 73 |
|
2017
Q1 | – | Sell |
-535
| Closed | -$23K | – | 188 |
|
2016
Q4 | $23K | Hold |
535
| – | – | 0.02% | 197 |
|
2016
Q3 | $24K | Buy |
535
+316
| +144% | +$14.2K | 0.02% | 189 |
|
2016
Q2 | $9K | Hold |
219
| – | – | 0.01% | 234 |
|
2016
Q1 | $8K | Hold |
219
| – | – | 0.01% | 229 |
|
2015
Q4 | $8K | Buy |
+219
| New | +$8K | 0.01% | 240 |
|