RSWM
Robertson Stephens Wealth Management’s International Paper IP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-6,499
| Closed | -$207K | – | 457 |
|
2023
Q2 | $207K | Buy |
+6,499
| New | +$207K | 0.01% | 404 |
|
2023
Q1 | – | Sell |
-11,224
| Closed | -$389K | – | 450 |
|
2022
Q4 | $389K | Buy |
11,224
+1,204
| +12% | +$41.7K | 0.04% | 293 |
|
2022
Q3 | $317K | Buy |
+10,020
| New | +$317K | 0.03% | 270 |
|