SFWA
Summit Financial Wealth Advisors’s International Paper IP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-135,723
| Closed | -$5.3M | – | 142 |
|
|
2024
Q1 | $5.3M | Buy |
135,723
+143
| +0.1% | +$5.58K | 1.07% | 27 |
|
|
2023
Q4 | $4.9M | Buy |
135,580
+3,735
| +3% | +$135K | 1.11% | 24 |
|
|
2023
Q3 | $4.46M | Sell |
131,845
-16,792
| -11% | -$568K | 1.1% | 25 |
|
|
2023
Q2 | $4.73M | Buy |
148,637
+3,023
| +2% | +$96.2K | 1.09% | 25 |
|
|
2023
Q1 | $5.25M | Buy |
145,614
+11,328
| +8% | +$408K | 1.25% | 25 |
|
|
2022
Q4 | $4.65M | Sell |
134,286
-47,869
| -26% | -$1.66M | 1.12% | 28 |
|
|
2022
Q3 | $6.01M | Sell |
182,155
-36,647
| -17% | -$1.21M | 1.73% | 22 |
|
|
2022
Q2 | $8.01M | Sell |
218,802
-13,225
| -6% | -$484K | 1.91% | 17 |
|
|
2022
Q1 | $8.53M | Buy |
232,027
+225,705
| +3,570% | +$8.3M | 1.72% | 21 |
|
|
2021
Q4 | $306K | Buy |
6,322
+500
| +9% | +$24.2K | 0.06% | 105 |
|
|
2021
Q3 | $326K | Hold |
5,822
| – | – | 0.07% | 96 |
|
|
2021
Q2 | $357K | Hold |
5,822
| – | – | 0.08% | 92 |
|
|
2021
Q1 | $289K | Buy |
+5,822
| New | +$289K | 0.07% | 88 |
|
|
2020
Q4 | – | Sell |
-5,822
| Closed | -$262K | – | 105 |
|
|
2020
Q3 | $262K | Sell |
5,822
-208
| -3% | -$9.36K | 0.07% | 100 |
|
|
2020
Q2 | $206K | Buy |
+6,030
| New | +$206K | 0.05% | 114 |
|
|
2019
Q2 | – | Sell |
-5,012
| Closed | -$239K | – | 157 |
|
|
2019
Q1 | $239K | Buy |
+5,012
| New | +$239K | 0.06% | 120 |
|
|
2018
Q4 | – | Sell |
-53,903
| Closed | -$2.3M | – | 139 |
|
|
2018
Q3 | $2.3M | Sell |
53,903
-9,396
| -15% | -$401K | 0.69% | 43 |
|
|
2018
Q2 | $3.38M | Sell |
63,299
-475
| -0.7% | -$25.4K | 1.13% | 28 |
|
|
2018
Q1 | $3.41M | Buy |
63,774
+4,374
| +7% | +$234K | 1.12% | 28 |
|
|
2017
Q4 | $3.44M | Buy |
59,400
+1,499
| +3% | +$86.9K | 1.18% | 23 |
|
|
2017
Q3 | $3.29M | Buy |
57,901
+17,270
| +43% | +$981K | 1.2% | 21 |
|
|
2017
Q2 | $2.3M | Buy |
40,631
+9,400
| +30% | +$532K | 0.91% | 35 |
|
|
2017
Q1 | $1.59M | Buy |
31,231
+7,281
| +30% | +$370K | 0.69% | 44 |
|
|
2016
Q4 | $1.27M | Buy |
23,950
+5,198
| +28% | +$276K | 0.56% | 50 |
|
|
2016
Q3 | $900K | Buy |
18,752
+5,080
| +37% | +$244K | 0.39% | 63 |
|
|
2016
Q2 | $579K | Buy |
13,672
+1,995
| +17% | +$84.5K | 0.24% | 83 |
|
|
2016
Q1 | $479K | Sell |
11,677
-211
| -2% | -$8.66K | 0.21% | 85 |
|
|
2015
Q4 | $448K | Buy |
+11,888
| New | +$448K | 0.21% | 91 |
|
|
2015
Q3 | – | Sell |
-179
| Closed | -$8K | – | 240 |
|
|
2015
Q2 | $8K | Hold |
179
| – | – | 0.01% | 235 |
|
|
2015
Q1 | $9K | Hold |
179
| – | – | 0.01% | 200 |
|
|
2014
Q4 | $10K | Buy |
+179
| New | +$10K | 0.01% | 203 |
|