SWA
SOA Wealth Advisors’s International Paper IP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-50
| Closed | -$2.69K | – | 897 |
|
|
2024
Q4 | $2.69K | Buy |
+50
| New | +$2.69K | ﹤0.01% | 662 |
|
|
2024
Q2 | – | Sell |
-1
| Closed | -$39 | – | 886 |
|
|
2024
Q1 | $39 | Hold |
1
| – | – | ﹤0.01% | 899 |
|
|
2023
Q4 | $36 | Hold |
1
| – | – | ﹤0.01% | 898 |
|
|
2023
Q3 | $35 | Hold |
1
| – | – | ﹤0.01% | 928 |
|
|
2023
Q2 | $32 | Hold |
1
| – | – | ﹤0.01% | 926 |
|
|
2023
Q1 | $36 | Hold |
1
| – | – | ﹤0.01% | 954 |
|
|
2022
Q4 | $35 | Sell |
1
-3
| -75% | -$105 | ﹤0.01% | 961 |
|
|
2022
Q3 | $0 | Sell |
4
-15
| -79% | – | ﹤0.01% | 895 |
|
|
2022
Q2 | $0 | Sell |
19
-176
| -90% | – | ﹤0.01% | 910 |
|
|
2022
Q1 | $8K | Hold |
195
| – | – | ﹤0.01% | 622 |
|
|
2021
Q4 | $9K | Hold |
195
| – | – | ﹤0.01% | 589 |
|
|
2021
Q3 | $10K | Buy |
195
+159
| +442% | +$8.15K | ﹤0.01% | 589 |
|
|
2021
Q2 | $2K | Sell |
36
-12
| -25% | -$667 | ﹤0.01% | 772 |
|
|
2021
Q1 | $2K | Sell |
48
-12
| -20% | -$500 | ﹤0.01% | 713 |
|
|
2020
Q4 | $2K | Buy |
+60
| New | +$2K | ﹤0.01% | 691 |
|