Plante Moran Financial 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-2
| Closed | -$326 | – | 925 |
|
2023
Q4 | $326 | Buy |
+2
| New | +$326 | ﹤0.01% | 785 |
|
2022
Q1 | – | Sell |
-11
| Closed | -$1K | – | 961 |
|
2021
Q4 | $1K | Sell |
11
-16
| -59% | -$1.46K | ﹤0.01% | 969 |
|
2021
Q3 | $4K | Hold |
27
| – | – | ﹤0.01% | 811 |
|
2021
Q2 | $4K | Buy |
+27
| New | +$4K | ﹤0.01% | 824 |
|
2020
Q2 | – | Hold |
0
| – | – | – | 842 |
|
2020
Q1 | – | Hold |
0
| – | – | – | 816 |
|
2018
Q3 | – | Sell |
-3,127
| Closed | -$350K | – | 829 |
|
2018
Q2 | $350K | Buy |
3,127
+1,767
| +130% | +$198K | 0.18% | 94 |
|
2018
Q1 | $153K | Hold |
1,360
| – | – | 0.08% | 175 |
|
2017
Q4 | $164K | Buy |
+1,360
| New | +$164K | 0.09% | 163 |
|