Sheets Smith Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-16,074
| Closed | -$1.15M | – | 272 |
|
|
2014
Q2 | $1.15M | Buy |
16,074
+1,168
| +8% | +$83.5K | 0.31% | 92 |
|
|
2014
Q1 | $1.05M | Buy |
14,906
+659
| +5% | +$46.4K | 0.29% | 95 |
|
|
2013
Q4 | $902K | Buy |
14,247
+1,023
| +8% | +$64.8K | 0.25% | 105 |
|
|
2013
Q3 | $755K | Buy |
13,224
+670
| +5% | +$38.3K | 0.25% | 112 |
|
|
2013
Q2 | $615K | Buy |
+12,554
| New | +$615K | 0.21% | 136 |
|