TCI Wealth Advisors’s Packaging Corp of America PKG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-419	Closed	-$58.2K	–	1664
2023 Q1	$58.2K	Hold	419	–	–	0.01%	393
2022 Q4	$53.6K	Hold	419	–	–	0.01%	393
2022 Q3	$47K	Buy	419 +4	+1%	+$541	0.01%	384
2022 Q2	$57K	Hold	415	–	–	0.01%	341
2022 Q1	$65K	Hold	415	–	–	0.01%	340
2021 Q4	$57K	Hold	415	–	–	0.01%	376
2021 Q3	$57K	Buy	415 +2	+0.5%	+$285	0.01%	385
2021 Q2	$56K	Hold	413	–	–	0.01%	373
2021 Q1	$56K	Hold	413	–	–	0.03%	332
2020 Q4	$57K	Sell	413 -1	-0.2%	-$126	0.03%	316
2020 Q3	$45K	Hold	414	–	–	0.02%	328
2020 Q2	$41K	Sell	414 -14	-3%	-$1.33K	0.02%	342
2020 Q1	$37K	Hold	428	–	–	0.02%	351
2019 Q4	$48K	Sell	428 -15	-3%	-$1.66K	0.02%	395
2019 Q3	$47K	Buy	443 +30	+7%	+$3.04K	0.02%	344
2019 Q2	$39K	Hold	413	–	–	0.02%	358
2019 Q1	$41K	Hold	413	–	–	0.02%	373
2018 Q4	$34K	Sell	413 -18	-4%	-$1.67K	0.02%	381
2018 Q3	$47K	Sell	431 -33	-7%	-$3.72K	0.02%	353
2018 Q2	$52K	Buy	464 +55	+13%	+$6.42K	0.02%	311
2018 Q1	$46K	Hold	409	–	–	0.02%	345
2017 Q4	$49K	Hold	409	–	–	0.02%	349
2017 Q3	$47K	Hold	409	–	–	0.02%	324
2017 Q2	$46K	Hold	409	–	–	0.02%	322
2017 Q1	$37K	Hold	409	–	–	0.02%	343
2016 Q4	$35K	Hold	409	–	–	0.02%	385
2016 Q3	$33K	Hold	409	–	–	0.02%	355
2016 Q2	$27K	Hold	409	–	–	0.02%	388
2016 Q1	$25K	Hold	409	–	–	0.01%	403
2015 Q4	$26K	Buy	+409	New	+$27K	0.01%	396
2015 Q1	–	Sell	-100	Closed	-$8K	–	937
2014 Q4	$8K	Buy	+100	New	+$7.17K	﹤0.01%	490