Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-643
| Closed | -$64K | – | 1628 |
|
|
2019
Q1 | $64K | Sell |
643
-53
| -8% | -$5.28K | ﹤0.01% | 805 |
|
|
2018
Q4 | $58K | Sell |
696
-485
| -41% | -$40.4K | 0.01% | 797 |
|
|
2018
Q3 | $130K | Sell |
1,181
-138
| -10% | -$15.2K | 0.01% | 585 |
|
|
2018
Q2 | $147K | Sell |
1,319
-103
| -7% | -$11.5K | 0.01% | 561 |
|
|
2018
Q1 | $160K | Sell |
1,422
-230
| -14% | -$25.9K | 0.02% | 541 |
|
|
2017
Q4 | $199K | Buy |
1,652
+25
| +2% | +$3.01K | 0.02% | 492 |
|
|
2017
Q3 | $187K | Sell |
1,627
-294
| -15% | -$33.8K | 0.02% | 498 |
|
|
2017
Q2 | $214K | Sell |
1,921
-229
| -11% | -$25.5K | 0.03% | 431 |
|
|
2017
Q1 | $197K | Buy |
2,150
+231
| +12% | +$21.2K | 0.03% | 398 |
|
|
2016
Q4 | $163K | Sell |
1,919
-464
| -19% | -$39.4K | 0.02% | 423 |
|
|
2016
Q3 | $194K | Buy |
2,383
+9
| +0.4% | +$733 | 0.03% | 394 |
|
|
2016
Q2 | $159K | Buy |
2,374
+843
| +55% | +$56.5K | 0.03% | 428 |
|
|
2016
Q1 | $92K | Buy |
1,531
+55
| +4% | +$3.31K | 0.02% | 539 |
|
|
2015
Q4 | $93K | Buy |
+1,476
| New | +$93K | 0.02% | 545 |
|