WealthPLAN Partners’s International Paper IP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-466
| Closed | -$14.8K | – | 705 |
|
|
2023
Q2 | $14.8K | Buy |
466
+300
| +181% | +$9.54K | ﹤0.01% | 731 |
|
|
2023
Q1 | $5.99K | Buy |
+166
| New | +$5.99K | ﹤0.01% | 969 |
|
|
2018
Q4 | – | Sell |
-7,169
| Closed | -$311K | – | 265 |
|
|
2018
Q3 | $311K | Buy |
7,169
+1,327
| +23% | +$57.6K | 0.06% | 184 |
|
|
2018
Q2 | $288K | Sell |
5,842
-676
| -10% | -$33.3K | 0.06% | 194 |
|
|
2018
Q1 | $329K | Buy |
6,518
+752
| +13% | +$38K | 0.07% | 193 |
|
|
2017
Q4 | $316K | Buy |
+5,766
| New | +$316K | 0.08% | 153 |
|
|
2017
Q2 | – | Sell |
-454
| Closed | -$21.7K | – | 300 |
|
|
2017
Q1 | $21.7K | Buy |
+454
| New | +$21.7K | 0.08% | 182 |
|
|
2016
Q3 | $109K | Sell |
2,444
-1,844
| -43% | -$82.2K | 0.04% | 223 |
|
|
2016
Q2 | $98.2K | Buy |
+4,288
| New | +$98.2K | 0.01% | 619 |
|
|
2015
Q4 | $28.8K | Buy |
+893
| New | +$28.8K | ﹤0.01% | 777 |
|
|
2015
Q2 | $84K | Sell |
1,862
-2,990
| -62% | -$135K | 0.04% | 142 |
|
|
2015
Q1 | $255K | Buy |
+4,852
| New | +$255K | 0.12% | 100 |
|