PWPS
Pinnacle Wealth Planning Services’s Clearwater Paper CLW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-12,856
| Closed | -$486K | – | 477 |
|
|
2022
Q4 | $486K | Hold |
12,856
| – | – | 0.09% | 165 |
|
|
2022
Q3 | $483K | Sell |
12,856
-17,144
| -57% | -$644K | 0.09% | 144 |
|
|
2022
Q2 | $1.01M | Buy |
+30,000
| New | +$1.01M | 0.18% | 87 |
|
|
2021
Q4 | – | Sell |
-243,760
| Closed | -$9.34M | – | 432 |
|
|
2021
Q3 | $9.34M | Sell |
243,760
-21,000
| -8% | -$805K | 2.07% | 10 |
|
|
2021
Q2 | $7.67M | Buy |
264,760
+1,000
| +0.4% | +$29K | 1.78% | 11 |
|
|
2021
Q1 | $9.92M | Sell |
263,760
-28,500
| -10% | -$1.07M | 2.54% | 3 |
|
|
2020
Q4 | $11M | Sell |
292,260
-68,056
| -19% | -$2.57M | 2.64% | 3 |
|
|
2020
Q3 | $13.7M | Sell |
360,316
-25,000
| -6% | -$948K | 4.51% | 2 |
|
|
2020
Q2 | $13.9M | Buy |
+385,316
| New | +$13.9M | 4.52% | 3 |
|