Principle Wealth Partners’s International Paper IP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-11,377	Closed	-$444K	–	335
2024 Q1	$444K	Sell	11,377 -3,200	-22%	-$116K	0.03%	234
2023 Q4	$527K	Hold	14,577	–	–	0.05%	206
2023 Q3	$517K	Sell	14,577 -2,500	-15%	-$85K	0.05%	198
2023 Q2	$543K	Sell	17,077 -925	-5%	-$30.3K	0.05%	193
2023 Q1	$649K	Buy	18,002 +775	+4%	+$28.7K	0.07%	169
2022 Q4	$597K	Buy	17,227 +4,050	+31%	+$140K	0.07%	169
2022 Q3	$418	Buy	13,177 +4,140	+46%	+$169K	0.04%	199
2022 Q2	$378K	Buy	9,037 +400	+5%	+$18.6K	0.05%	218
2022 Q1	$399K	Buy	8,637 +2,475	+40%	+$114K	0.04%	228
2021 Q4	$289K	Buy	6,162 +2,142	+53%	+$106K	0.03%	267
2021 Q3	$213K	Buy	+4,020	New	+$224K	0.02%	299
2020 Q3	–	Sell	-602	Closed	-$20K	–	285
2020 Q2	$20K	Buy	+602	New	+$19.2K	0.01%	354