Valeo Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-977
| Closed | -$220K | – | 711 |
|
|
2024
Q4 | $220K | Buy |
977
+9
| +0.9% | +$2.03K | 0.01% | 622 |
|
|
2024
Q3 | $209K | Buy |
+968
| New | +$209K | 0.01% | 639 |
|
|
2021
Q2 | – | Sell |
-66
| Closed | -$9K | – | 1363 |
|
|
2021
Q1 | $9K | Hold |
66
| – | – | ﹤0.01% | 1311 |
|
|
2020
Q4 | $9K | Sell |
66
-418
| -86% | -$57K | ﹤0.01% | 1197 |
|
|
2020
Q3 | $53K | Sell |
484
-29
| -6% | -$3.18K | ﹤0.01% | 632 |
|
|
2020
Q2 | $51K | Buy |
513
+437
| +575% | +$43.4K | ﹤0.01% | 691 |
|
|
2020
Q1 | $7K | Buy |
+76
| New | +$7K | ﹤0.01% | 1169 |
|
|
2019
Q2 | – | Sell |
-20
| Closed | -$2K | – | 1627 |
|
|
2019
Q1 | $2K | Hold |
20
| – | – | ﹤0.01% | 1368 |
|
|
2018
Q4 | $2K | Sell |
20
-9
| -31% | -$900 | ﹤0.01% | 1295 |
|
|
2018
Q3 | $3K | Buy |
29
+26
| +867% | +$2.69K | ﹤0.01% | 1359 |
|
|
2018
Q2 | $0 | Sell |
3
-30
| -91% | – | ﹤0.01% | 1718 |
|
|
2018
Q1 | $4K | Buy |
33
+30
| +1,000% | +$3.64K | ﹤0.01% | 1201 |
|
|
2017
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1452 |
|