SWS
SYSTM Wealth Solutions’s Packaging Corp of America PKG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,696
| Closed | -$310K | – | 485 |
|
|
2024
Q2 | $310K | Sell |
1,696
-388
| -19% | -$70.9K | 0.07% | 169 |
|
|
2024
Q1 | $396K | Buy |
2,084
+96
| +5% | +$18.2K | 0.05% | 308 |
|
|
2023
Q4 | $324K | Buy |
1,988
+24
| +1% | +$3.91K | 0.04% | 322 |
|
|
2023
Q3 | $302K | Buy |
1,964
+54
| +3% | +$8.29K | 0.05% | 361 |
|
|
2023
Q2 | $252K | Sell |
1,910
-141
| -7% | -$18.6K | 0.03% | 416 |
|
|
2023
Q1 | $285K | Buy |
2,051
+53
| +3% | +$7.36K | 0.04% | 386 |
|
|
2022
Q4 | $256K | Buy |
+1,998
| New | +$256K | 0.03% | 462 |
|